The Annual Trusts and Estate Planning Online Conference – Zoom

Tue 30 Jan 2024 9:45 AM - Thu 30 Jan 2025 1:00 PM GMT
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£240.00 £0.00

Available as long as first paying delegate is also booked £0.00 £0.00

Only one ticket. No additional free tickets £99.00 £0.00

£129.00 £0.00

Subtotal 0.00

This very timely half day online conference, covers a wide range of important and topical issues together with new twists on perennial problems. The 7 sessions will be delivered by speakers, all of whom are experts in this difficult and complex area of work. Each will present a 25 minute session on their specific topic - ranging from Excluded Property Trusts – The remaining opportunities,  through to Rea v Rea: challenging a will on the grounds of undue influence (See below for the full list of topics)

This online conference will be streamed live, direct to your desktop, tablet or smart phone so you can watch it from your office or home. You can participate in the conference live or watch the recorded version whenever you want. In each case you will receive a free recording of the complete conference after the event.

The price for this is £240. This is a per organisation price, so up to 20 of your colleagues can participate at no extra charge, even if they are viewing it from a different location. So, of course, if there are 10 of you, for example, the cost per delegate would be just £24.

For firms with 4 or less partners the price is £99 for a single ticket

We have have refined the online conference concept into a highly effective training tool which is as far removed from the boring old one-hour/one speaker webinar as it is possible to be. Instead of one speaker, we have 7, who will each  deliver a 25 minute sessions. By exposing our attendees to a wider variety of voices, they are in turn exposed to a wider range of ideas. Consequently, you can better get to grips with the subject, facilitate a greater understanding of the topic and keep your organisation abreast of fresh and important developments.

With this online conference, you will be able to participate with your colleagues as you want - either live, or in segments (perhaps viewing it a session at a time over several days/weeks) or on an on-demand, recorded basis. You will be able to take part by video or audio to watch or hear our panel of expert speakers cover the current hot topics, and answer or ask questions, from the comfort of your office or home.

The topics to be covered include:

- Excluded Property Trusts – The remaining opportunities

Rescission of Trusts

IHT double trust planning

- Rea v Rea: challenging a will on the grounds of undue influence

- The tax consequences of contentious trusts litigation

- Trustee blessing applications: recent case law

Lifetime Gifts – has the family silver really been given away? Examining the rules on transfers of chattels, assets and investments

Our Speakers:

Chairman: Jeremy Mindell, Primondell Ltd

Rory Mullen KC, Old Square Tax Chambers

William Moffett - Radcliffe Chambers

Simon Douglas, 5 Stone Buildings

Elizabeth Weaver - XXIV Old Buildings

Aidan Briggs - New Square Chambers

Speakers' Details:

Rory Mullan KC, Old Square Tax Chambers

Rory is a member of the Revenue Bar Association, the Chancery Bar Association and the Stamp Taxes Practitioners Group. He is also qualified as a Chartered Tax Adviser and sits on the CIOT EU and Human Rights sub-committee. He advises on a range of diverse tax matters. Some issues which he has dealt with recently include: Inheritance tax planning; Taxation of offshore structures; Residence and domicile status; Taxation of non-UK domiciled persons; Entrepreneurs’ relief; The application of the Transactions in Securities legislation and Employee taxation. According to Chambers and Partners he is “"Incredibly switched-on and strategic in his approach, he knows the tax system in great detail”

William Moffett - Radcliffe Chambers

William is highly regarded for wills and estates work. He represents both claimants and defendants in contested probate claims and claims for family provision under the Inheritance (Provision for Family and Dependants) Act 1975. He regularly acts for personal representatives and beneficiaries, including well-known charities, faced with challenges to wills said to be invalid by reason of want of capacity, want of knowledge and approval or undue influence. He has experience in litigation and advisory work in all aspects of the law relating to trusts including their construction, identification of the proper objects and beneficiaries of trusts, rectification, exercise by the trustees of their powers and actions for breach of trust as well as recovery of trust property in the hands of fiduciaries and third parties.

Denese Molyneux - Molyneux Financial Planning

Denese has been involved in financial services for over 23 years. She established her own financial planning business in 2007. Her company is based in offices in Sidmouth, Devon. Denese specialises in providing strategic advice to individuals, private trusts, families and their businesses. Denese has represented STEP at a local and national level. She is currently Chair of STEP’s England and Wales committee and also sits on STEP Council. She is active in her local community and sits on the Chamber of Commerce committee in Sidmouth.

Elizabeth Weaver - XXIV Old Buildings

Elizabeth's practice, focusing mainly on contentious work in the area of trusts and estates, business disputes, company law and insolvency,  and property disputes. She also has a well-recognised specialism in professional negligence claims involving these areas. As a highly-respected senior junior, who is “excellent, both on paperwork and on her feet”, Elizabeth has the technical knowledge needed to analyse the issues arising in complex legal disputes (her cases often involve overlapping areas of law)  She is “a specialist in trust litigation with a practical and commercial understanding of a client’s case” (Legal 500). Previously recommended in this area by Legal 500 and Chambers and Partners, she has considerable experience in trusts, probate and estates work, especially contentious work. She is also recommended in Citywealth Leaders List 2019 as a Prominent Trusts Barrister and said to be “a pleasure to work with, technically strong, but always pragmatic”. Elizabeth is a contributor to “International Trust Disputes” published by Oxford University Press.

Aidan Briggs - New Square Chambers

Described by Chambers & Partners as ‘an exceptional barrister’, Aidan has established himself as a specialist advocate and advisor for trusts, estates and property disputes.. His practice covers the full range of private client matters: contested probate and 1975 Act claims, partnership disputes and contentious trusts work (both on- and offshore) as well as proprietary estoppel, commercial landlord and tenant disputes and trusts of land. His cases often involve multiple jurisdictions and issues of domicile. Aidan is fully versed in the tax implications of private client disputes and regularly advises in relation to Inheritance Tax, Capital Gains Tax and Stamp Duty Land Tax matters, particularly as they affect farmland and farming families. Aidan is an Associate Editor of Lewin on Trusts (20th Ed.) and a contributor to Williams, Mortimer & Sunnucks on Executors, Administrators and Probate (21st Ed.). His writing has appeared in Trusts & Trustees, the Wills & Trusts Law Reports and the New Law Journal.

Jeremy Mindell - Primondell Ltd

Jeremy has been  lecturing in taxation for over 20 years. Known on the circuit as an accomplished and entertaining speaker, Jeremy is in high demand for tax, pensions, share schemes and remuneration events. He has developed a specialism in International Corporate Tax, including the new Diverted Profits Tax, transfer pricing and the OECD BEPS project. Jeremy is one of the few individuals in the country who has both qualified as a Chartered Tax Advisor but also has a Masters from the Chartered Institute of Personnel Development. Jeremy worked for three big four firms focusing on employment taxation, expatriate tax, International tax, profit related pay, US taxation and share schemes and HMRC investigations. Following this Jeremy worked at AMP and Henderson Global Investors where he was a Director of the Pension Scheme. He is on the IFS Pro-Share advisory panel and a member of the Worshipful Company of Tax Advisors’ panel.

Important Notes about Booking

1. If you are booking more than say 14 delegates, it is probably better to make two bookings of half the number of delegates each, starting with the paying delegate and then adding half the free delegates to that booking and then creating a new booking for the rest of the free delegates. The reason for this is that the booking platform time-out kicks in perhaps too quickly and you can lose all the information you inputted. Alternatively you can book your first delegate and send the names, job titles and email addresses of the additional delegates to us at

2. Payment can be made by credit or debit card or alternatively by invoice. The option to pay by invoice is below the pay by card option in the booking form

3. If you have more than 20 delegates then extra delegates are £20 each. Contact us at to arrange this

4. If you don't have the complete list of who will be attending you can book for those that you know will be attending and add the others at a later date

5. If you would like to submit questions in advance to the speakers please send them to

6. Please ensure that, when booking, you get colleagues' email addresses entirely correct as failure to do so will probably mean that they will not receive joining instructions

The Legal Training Consultancy

The Legal Training Consultancy is a full-service training consultancy with a large portfolio of conferences, courses and trainers. Over the years we have been responsible for putting together a vast number of law and tax related conferences, webinars, seminars, videos and e-learning modules. Altogether more than 2000.