Estate Planning and Tax: Wills Trusts and Executries


“Excellent and informative – as always.”

“This seminar was SO good – Sandra and Alan are so knowledgeable and engaging!”
“Very entertaining”   

                   Feedback from 2019

Edinburgh Law School, University of Edinburgh, Old College, South Bridge, EDINBURGH, EH8 9YL

0131 215 1858

Sandra Eden

In the year 2020, which unfortunately no longer describes either of their visual abilities, Alan Barr and Sandra Eden return to present the next version of this important annual seminar, reviewing with flair the stuff of fear – death and taxes. Once more they will cover legal and tax developments in relation to wills, trusts, gifts and other private client concerns.  Scottish taxes start to develop a bite distinct from their Southern neighbours, while threats of  developments in IHT, that most important Westminster tax for private client professionals, continue to grow. CGT and relevant income tax will be covered, from the courts as well as the Parliaments.  Beyond the constitutional fog, the courts and tribunals have as usual contributed with important cases on tax, as well as executries, trusts, professional practice and related matters. This seminar will review statute and case law, as well as significant other material. It is a vital review (with a touch of preview) for anyone working in this area – comprehensive coverage with some detailed materials, delivered with a light touch. Be there or be dead (professionally at least). 

Learning Outcomes and Objectives

The learning outcomes and objectives are that
(i) by the end of the seminar, participants  should have
a sound knowledge and understanding of all major
developments in the law, including taxation, relating
to wills, trusts and executries which occurred in 2019, and

(ii) through the provision of extensive materials, solicitors should be equipped to undertake such further ​study of developments in 2019 as they may find necessary or desirable.


Alan Barr is Honorary Fellow at the School of Law, University of Edinburgh and a partner at Brodies LLP. Sandra Eden is former Senior Lecturer at the School of Law, University of Edinburgh.


£135 plus VAT (£162) per delegate. Discounts apply if booking more than 4 places, see below.

Register for this seminar online by clicking on the venue you would like to attend below.  You can pay online or choose to request an invoice and pay offline.  If you do not wish to pay online, change the Payment Method in the Payment Section of the Registration Page to "Pay by invoice". A booking email will then come from Eventbrite with your VAT invoice attached. 

Inverness | Tue 18 Feb | 18.00 - 20.00

Aberdeen | Wed 19 Feb | 13.00 - 15.00

Dundee | Wed 19 Feb | 18.00 - 20.00

Dumfries | Tue 25 Feb | 12.30 - 14.30
Glasgow | Tue 25 Feb | 18.00 - 20.00
Edinburgh | Wed 26 Feb  | 18.00 - 20.00
Perth | Tue 3 Mar | 18.00 - 20.00

f you are booking 5 or more places across our current series of seminars you are entitled to the discounted rate (£105 plus VAT) on the 5th and subsequent places. The discounted fee is only applicable to multiple bookings from the same organisation, as part of one booking order.
Please select the standard fee for the first four places then select the discounted 5+ fee for 5th and subsequent places. 

Alan Barr