The Liver Building

2025 Private Client Conference (In-person event)

Details

Speaker: Various

Date: Wednesday 14th May, 2025

Time: 09:30 - 15:00

Areas of Law: Wills, Trust, Tax & Probate

Competencies: B

Venue:
Liverpool City Centre Venue
TBC

Course Code: S4867

Description

Learn from leading experts, network with peers, and stay ahead in the evolving landscape

Work in progress! Please check back to see sessions as confirmed

In conjunction with

&

Sponsored by

Kin Probate are professional probate genealogists that offer a range of services:
(1) Kin: Search – locate a beneficiary/ an administrator/ executor; (2) Kin: Verify – verify a family tree; & (3) Probate: Resolution – other services.
We undertake a free initial assessment on every matter and then provide credible fee options. With local expertise and international coverage we have successfully provided unexpected windfalls to beneficiaries home and abroad.

Registration & refreshments

Welcome & introduction ~ Kelly Monaghan, Chair of STEP Liverpool

Probate Update ~ Julie Bell, Read Roper

After a challenging few years at the probate registry what do practitioners need to be aware of in relation to best practice? There will also be a review of recent cases. 

TBC

Refreshments & networking

TBC

Wills Bill 2025 ~ Stephen Lawson, IDR Law & Ian Bond, Irwin Mitchel

It is anticipated that in April 2025 the Law Commission will produce a Wills Bill 2025 – in the expectation that it will be adopted by Parliament. It is expected to be the biggest change to every aspect of Will writing since the Wills Act 1837. Stephen & Ian have been extensively involved with the Law Commission since the initial consultation in 2017 – hear their expert views and analysis on anticipated changes including: –

  • Whether marriage will revoke a Will
  • The test of testamentary capacity – Banks v Goodfellow or the Mental Capacity Act 2005
  • The age at which a testator can make a Will
  • New rules about the formalities to make a Will?
  • A new dispensing power?
  • The way forward for electronic Wills?
  • All this and more

Lunch & networking

TBC

TBC

Summary & thanks ~ Kelly Monaghan

Speaker Biographies

Julie Bell is a Consultant Solicitor at Read Roper and Read Solicitors.  She is a private client expert dealing in all aspects of private client law. The author of the Law Society books Dealing with Digital Assets and the Will Draftsman’s Handbook she also lectures for STEP.

Ian Bond  is a solicitor and a member of the Law Society’s Wills & Equity Committee as well as both STEP and the Association of Lifetime Lawyers. Ian specialises in all aspects of private client work including , the preparation of wills, trust formation and administration, wealth succession and estate planning. Ian has wide ranging experience dealing with the administration of high value and complex estates, especially intestacy matters.

Stephen Lawson is a specialist Contentious Probate Solicitor with extensive experience and expertise.  He is a member of both ACTAPS (The Association of Contentious Trusts & Probate Specialists) and STEP (the Society of Trusts & Estate Practitioners). Stephen was formerly the Chair of STEP Cheshire, a member of the STEP England & Wales Committee and a member of the STEP Worldwide Council. In 2023 STEP presented him with the STEP Founders Award for outstanding achievement in recognition of his outstanding contribution to the work of STEP.  Stephen is currently the Chair of the Law Society Wills & Equity Committee. Stephen is a joint author of the publication Testamentary Capacity with Martyn Frost and Professor Robin Jacoby. Stephen was responsible for the chapter on Testamentary Capacity in the joint Law Society / BMA publication “Assessment of Mental Capacity – 5th Edition”.

Kelly Monaghan

Prices

Member £155
Non-member £205
Training Passport Free
Note: 20% VAT added at checkout