The Glasgow Private Client Summit

In an era of significant tax reform and shifting family dynamics, The Glasgow Private Client Summit stands as the premier event for practitioners specializing in wills, trusts, and executries. This comprehensive one-day event addresses the intricate balance between technical legal expertise and the empathetic management of client affairs. The 2026 summit focuses heavily on the fallout from the Finance Act 2025, providing clarity on new inheritance tax thresholds and the implications for high-net-worth succession planning.

Participants will benefit from detailed breakdowns of recent Court of Session rulings that have reshaped the interpretation of "legal rights" and testamentary capacity. A dedicated segment of the summit will explore the growing intersection of technology and private client work, specifically the legal validity of digital wills and the management of "digital legacies"—social media accounts, cryptocurrency, and cloud storage—within an estate. With a faculty comprised of leading Sheriffs, seasoned Solicitors, and Tax Experts, the summit offers a multi-disciplinary approach to problem-solving. This event is vital for those looking to protect their clients' wealth across generations while maintaining strict compliance with the Law Society of Scotland’s latest guidance on vulnerable clients.