WILLPACKWillPack Webinars

We offer quarterly webinars to our partners via Zoom. Each webinar will cover a different topic and provide 1 hour of structured CPD, unless stated otherwise.

These are available to WillPack partners at a cost of £15 plus VAT. The cost for non-WillPack partners is £25 plus VAT.

The dates and topics for upcoming webinars are detailed below. If you are interested in attending any of our webinars, please email us at [email protected].

BPR and APR Changes – An Update

Date: 8 April 2025

Free

Time: 10:00 – 10:30

Agenda:

An update on the upcoming reforms to BPR and APR that will take effect from 6 April 2026 following the release of the HMRC consultation in February.

Flexible Life Interest Trusts

Date: 20 May 2025

Free for WillPack Partners

Time: 10:00 – 11: 00

Agenda:

• What is a FLIT
• Inheritance tax implications
• Reasons to use a FLIT
• Disadvantages

Nil Rate Band Discretionary Trusts

Date: 5 August 2025

Time: 10:00 – 11: 00

Agenda:

• What is a Nil Rate Band Discretionary Trust
• Historical uses
• Inheritance tax implications
• Reasons to use a Nil Rate Band Discretionary Trust

Introduction to Mental Capacity

Date: 4 November 2025

Time: 10:00 – 11: 00

Agenda:

• The capacity tests
• Relevant case law
• When the Golden Rule should be followed
• When you should refuse to proceed

The webinar will mainly be covering capacity to create a will, but other capacity tests will be covered in brief.