We offer regular webinars to our via Teams. Each webinar will cover a different topic and provide 1 hour of structured CPD, unless stated otherwise.
These are available for free for both WillPack Partners and non-partners.
The dates and topics for upcoming webinars are detailed below with sign up links.
Date: 30 November 2026
Time: 10:00 – 11: 00
In this practical case study, we will work through a real client scenario involving a married couple with outdated wills containing a nil-rate band discretionary trust, a family home, and a buy-to-let property occupied by their daughter, who has multiple sclerosis.
We will explore whether the existing nil-rate band discretionary trust wills from 2006 remains appropriate, or whether a property protection trust would provide a better first-death solution to protect the deceased’s share of the family home while allowing the surviving spouse to continue living there.
The webinar will then focus on planning for the buy-to-let property on the second death, comparing rights to occupy, life interest trusts and discretionary trusts. We will consider how best to provide for the daughter during her lifetime, protect the position of her partner, preserve assets for her son, and balance the interests of the couple’s other children.
Along the way, we will examine the inheritance tax and practical implications of the various options, and discuss how flexibility, asset protection and family dynamics can influence the most appropriate recommendation.