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 for free. 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].

Inheritance Tax; the Basics

Date: 14 May 2026

Time: 10:00 – 11: 00

Agenda:

• What is Inheritance Tax?
• When is it charged?
• Allowances, reliefs and exemptions
• Introduction to Potentially Exempt Transfers, Gifts with Reservation and Chargeable Lifetime Transfers

Understanding the Risks of Lifetime Trusts

Date: 13 August 2026

Time: 10:00 – 11: 00

Agenda:

• Key risks and common pitfalls.
• Typical lifetime trust structures.
• Advising clients who already have lifetime trusts in place.
• Unwinding a lifetime trust.
• The impact of lifetime trusts on future will planning.

This session is not intended to promote or discuss the benefits of establishing lifetime trusts. The focus is exclusively on the risks and disadvantages of such arrangements, the appropriate advice to give to clients who already have lifetime trust structures in place, and the potential impact of those structures on effective will planning.

WillPack does not recommend or assist with the creation of asset protection trusts or similar lifetime arrangements involving a client’s main residence.