Private Client - the Virtual Summer Series 2026

Our new online conference will cover a range of topics from the IHT Residence Nil Rate Band, trustee duties and the red flags that can be raised when drafting a will to identifying potentially contentious executries, business valuations and cross-border estates.

Chaired by Andrew Paterson of Murray Beith Murray, our panel of speakers includes Martin Campbell of Anderson Strathern, Stephanie Hepburn of Shepherd & Wedderburn, Anthony Allsopp of Title Research, Adam Swayne from Murray Beith Murray, Rod Mathers of Henderson Loggie and Gemma Baillie from McLean & Stewart.

What's being covered?

IHT Residence Nil Rate Band – Maximising the Benefit

This session will focus on all aspects of the IHT residence nil rate band (RNRB). It will provide tax, legal and practical guidance on how to maximise the benefit of the RNRB for your clients while avoiding various pitfalls. It will provide delegates with an understanding of the RNRB and its qualifying conditions, cover the interaction of the RNRB with the IHT NRB and IHT reliefs, explore the impact of the RNRB on will drafting and explain how to identify practical planning opportunities.

Martin Campbell, Anderson Strathern

Will drafting red flags

In this session we will consider the red flags when drafting a will – highlighting the potential pitfalls private client practitioners face and how to avoid them.

Gemma Baillie, McLean and Stewart

Business valuations for tax purposes

Rod Mathers, Henderson Loggie

Cross-border estates: managing client expectation

In this presentation we will examine some of the common cross-border themes that we encounter regularly.  We will address them from a practitioners’ perspective in terms of how to manage client expectation at the outset with a view to avoiding future potential complaint, including:

• early considerations with cross-border estates and common causes of complaint
• avoiding worst case scenarios
• US assets – how to navigate a minefield and avoid assets becoming dormant
• other commonly occurring jurisdictions

Anthony Allsopp, Title Research

Trustee duties

Adam Swayne, Murray Beith Murray

Contentious executries – what private client practitioners really need to know

This session looks at why executries in Scotland can become contentious, and the early warning signs private client practitioners should look out for. Drawing on examples, Stephanie will look at the most common disputes, highlight ways in which executors and solicitors can avoid executries becoming contentious, and how early contentious advice can protect the executor(s), the estate and the solicitors administering the estate.

Stephanie Hepburn, Shepherd & Wedderburn

This event is sponsored by Title Research