Event Details

Private Client Conference

Thursday 11 May 2017 09:00 - 17:15

9.00 – 9.25 am

Registration and refreshments

9.25 – 9.30 am


Michael Newbold, Chair of BDLS Private Client Group


9.30 – 10.30 am

New Residence Nil Rate Band: reviewing wills and trusts to minimise IHT
John Bunker

  • With the introduction of RNRB on 6 April 2017, what key will drafting issues arise?
  • What traps are there for wills –including grandchildren and stepchildren- and how can they be avoided?
  • What changes are needed for trusts owning property interests to ensure full RNRB claims can be made?
  • Revising will drafting to maximise IHT planning potential, where the taper for estates over £2m might apply

10.30 – 11.00 am

Tax Efficient Investment Schemes



An up-date on the use of Business Property Relief for IHT planning


11.00 – 11.15 am


11.15 – 12.15 pm

Reviewing Estate Planning after the major tax changes of 2015/17
John Bunker

  • What difference does RNRB make to estate planning/IHT mitigation strategies?
  • Taking stock of the huge change in 2015/16 to the taxation of Pension Death Benefits.
  • How to bring together legal, tax and financial planning to add real value for clients.
  • How do inheritable ISAs fit in and what are the issues for lawyers?


12.15 – 1.00 pm

Complaint Handling for Private Client Practitioners: What You Need to Know

Legal Ombudsman


  • Update on priorities at the Legal Ombudsman
  • Recent interesting case studies
  • Best practice guidance



1.00 – 1.45 pm


1.45 – 2.15 pm

Inheritance Tax and Pensions

Vestra - David Lane


  • update on the latest IHT position in relation to Pensions


2.15 -3.15 pm

End of Life Care Planning

Caroline Bielanska

  • Advising and drafting health and welfare LPAs
  • Decision making as an attorney
  • Do not resuscitate ‘Orders’
  • Refusal to eat and drink
  • Drafting advance decisions
  • Euthanasia and assisted suicide – what to advise


3.15 – 3.30 pm


3.30 – 4.15 pm

Financial Scamming, Next of Kin and the Role of the Mental Capacity Act

Bournemouth University – Professor Keith Brown


Professor Brown leads the research response into financial scamming for the main national bodies dealing with this issue  He will share the current research and insights into this problem

He also sits on the national mental capacity forum and recently wrote their guidance on next of kin and LPAs which he will also discuss.


4.15 – 5.15 pm

LPA and Court of Protection Update

Caroline Bielanska


This will be a roundup of recent cases to include:

  • Capacity to revoke an LPA
  • The role of the attorney and deputy in deprivation of liberty cases
  • Statutory will update
  • Trust v deputyship
  • What’s new at the OPG and Court of Protection


5.15 pm



Michael is a solicitor at Kiteleys working in their Wimborne office. He specialises in all aspects of private client work but also deals with conveyancing matters.  He is the Chair of the BDLS Private Client Group.


John is a freelance lecturer and also Head of Private Client Knowledge Management of Irwin Mitchell LLP. With over 25 years of experience as a solicitor specialising in wills, trusts, estate and tax planning, 20 years as a Chartered Tax Adviser, John serves on the Chartered Institute of Taxation’s Succession Taxes Sub-committee, HMRC’s Capital Taxes Liaison Group and TACT’s Private Trusts Committee.  John moved in 2012 to his role, responsible for technical development and know-how, for Thomas Eggar’s 100 strong Private Client team, after 23 years as a partner. This role developed within Irwin Mitchell Private Wealth to include the former Berkeley Law and Sheffield head office teams.  Alongside this John has developed external training work in a freelance capacity. He brings enthusiasm for his subject, where he seeks to illuminate technical details with practical insight, to training for local law societies, branches of CIOT, STEP, SFE and other professional groups, as well as MBL, CLT, SJ Live, the Ark Group, and individual firms.



Sabrina joined Octopus Investments in 2011 and is the External Business development manager managing IFA relationships in the South of England. Before Octopus, Sabrina worked for HSBC bank in a variety of roles including a position as a multi-tied advisor working within the corporate division for the London area.



Caroline is the former Chief Executive and former Chair of Solicitors for the Elderly, an organisation she helped to found in 1999. She lectures regularly and is well known in her specialist field, advising older and vulnerable adults who have limited physical and/or mental capacity. Caroline has a national media profile, and is a regular panellist on BBC Radio 4’s Money Box Live and regularly interviewed in for TV, radio, magazines and national press. She provides consultancy for law firms on an independent basis. Her work focuses on advising vulnerable adults; principally older and disabled people, their families and carers.



David is Business Development Technical Director for Vestra Wealth. David specialises in providing technical consultancy services to IFAs, lawyers and accountants focusing primarily on UK pensions, tax and trusts and general financial planning. David holds a masters degree in Modern History from Kings College London and is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a full member of the Society of Trust and Estate Practictioners.



Kathryn Stone, OBE, took up the position of Chief Ombudsman for the Legal Ombudsman in January 2016. Prior to this Kathryn was a commissioner for the Independent Police Complaints Commission (IPCC) and the Commissioner for Victims and Survivors in Northern Ireland. For 11 years Kathryn was Chief Executive of Voice UK.



 Professor Keith Brown holds academic and professional qualifications in social work, nursing, teaching and management. He has worked in university and local authority education and training for over 30 years, and is currently Director of the National Centre for Post Qualifying Social Work and Professional Practice and Director of the Institute of Health and  Social Care Integration, at Bournemouth University. In 2005, he was awarded the Linda Ammon memorial prize, awarded to the individual making the greatest contribution to education and training in the UK. He sits on the Department of Health Adult Safeguarding Advisory Board, the Joint Department of Health and Ministry of Justice National Mental Capacity Leadership forum and the Home Office Joint Financial task force.​

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