​In their continuing attempts to avoid  becoming the subjects of estate planning exercises, Alan Barr and Sandra Eden return to present the next version of this important annual seminar.

Once more they will cover legal and tax developments in relation to death, trusts, gifts and other private client concerns. Their own coffin-dodging allows them to deal with the miseries that life and death throws at us and our clients.  We are now well into the first year of differentiated Scottish income tax, while those taxes remaining with Westminster continue to throw up problems and opportunities.  IHT, CGT and relevant income tax will be covered, from the courts as well as the Parliaments. The Scottish courts have as usual contributed with important cases on executries, trusts, professional practice and related matters. This seminar will review statute and case law, as well as 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 2018, and (ii) through the provision of extensive materials,
solicitors should be equipped to undertake such further ​study of developments in 2018 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 Senior Lecturer at the School of Law, University of Edinburgh.



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The materials to accompany this seminar can be purchased for £40.  If you wish to purchase the materials please email with your details.

Estate Planning and Tax: Wills Trusts and Executries 

Alan Barr


"Yet again great course, delivered locally and good value for money.”

​"Excellent seminar. Well worth attending!"​                        Feedback from 2018

University of Edinburgh, South Bridge, Edinburgh, Edinburgh EH8 9YL, UK

0131 215 1858


Sandra Eden