Join us for an in-depth seminar, designed specifically for accountants and independent financial advisers.

Our expert legal team will guide you through the intricacies of testamentary capacity, the grounds for contesting wills, and the latest case law developments.

Topics covered:

• Grounds for challenges to estates: Learn about the common grounds for contesting wills, such as undue influence, lack of knowledge and approval, 1975 Act and fraud.
• Understanding testamentary capacity: Explore the legal standards for determining capacity, including the Banks v Goodfellow test, and how to assess and document capacity effectively.
• Why is a will important: Stay informed about emerging trends, real life examples and  implications for practice, with a focus on how a properly drafted will can protect clients and their testamentary wishes.
• Practical guidance for accountants and IFAs: Gain practical tips on advising clients, managing disputes, and mitigating risks in estate planning and administration.
• Interactive Q&A Session: Engage with our legal experts during an interactive Q&A session, where you can ask specific questions and discuss real-world scenarios.