The following experts deliver CPD courses and webinars in the
Wills and Probate practice area. Please click on a name to view their biographical information and access a list of their forthcoming dates.
Caroline Bielanska TEP, Solicitor, is Chief Executive of Solicitors for the Elderly and provides consultancy for law firms on an independent basis. She sits on the Office of the Public Guardian’s Stakeholder’s Forum and Court of Protection User’s Group and was closely involved in the preparation of the 2009 Lasting Power of Attorney forms and the review of the Court of Protection Rules.
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John Bunker is a solicitor and chartered tax adviser with Thomas Eggar LLP where he is the private client training partner and co-ordinator of 5 technical committees for the private client group. John has 25 years’ experience of will and trust drafting, UK estate and tax planning, and the affairs of the elderly and has extensive experience of working with fee-based financial planners and investment managers. He uses his practical experience to illuminate technical issues. John has for more than 15 years been responsible for his firm’s in-house will precedents and has in the last 2 years led a project working with PLC on additions to their will precedents.
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Ian Cairns B.Com, FCIB, TEP is a freelance consultant on trust and estate matters and holds the IPD Certificate in Training. He has over 30 years' experience in Trust and Estate practice with Barclays Bank Trust Company. Ian is a coursework author, examiner and tutor with the CLT STEP team for both England and Wales and the International STEP Diplomas.
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Helen Clarke is a solicitor specialising in probate and elderly client issues. She is on the executive committee of the Law Society Private Client Section, the Law Society Council member for the Private Client Section, and a member of STEP.
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Martyn Frost Trenfield Trust & Estates Consulting Ltd, previous with Lane-Smith & Shindler and formerly head of Fiduciary Standards for Barclays Bank Trust Company. Martyn is a former Deputy Chair of STEP and also a former Vice-President of The Association of Corporate Trustees. He was the first editor of the Trust Quarterly Review and has been an editor of the Wills and Trusts Law Reports since their inception.
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Luke Harris is a Barrister practising at 3 Stone Buildings. His practice comprises commercial litigation, asset and corporate recovery, insolvency, insurance and banking litigation as well as regulatory issues and negligence claims.
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Oliver Hilton is a barrister at 3 Stone Buildings, Lincoln's Inn practising in all areas of Chancery litigation and non-contentious work, with a particular emphasis on wills, trusts, probate, the administration of estates and Inheritance (Provision for Family and Dependants) Act 1975 claims.
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Susan Inker is a freelance legal and training consultant who formerly worked as a family lawyer in practice. She has developed and delivered training in the legal framework surrounding vulnerable children and adults, mental capacity for private, public and voluntary sector organisations, and domestic violence law.
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Elizabeth McManus MA, Grad IPD is a founding partner in Development Alternatives, a professional training and management consultancy. A former Personnel and Training Manager with Addleshaws, and with experience in commercial banking and blue chip organisations, she specialises in working with the specific challenges and opportunities faced by law firms.
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Anthony Miller ACIB, TEP, formerly a manager and training consultant with Barclays Bank Trust Company Ltd, now a member of the CLT tutoring and examining team for the STEP England & Wales Diploma. Anthony has 30 years experience of probate, estate and trust administration matters in practice and is a professional tutor having obtained the IPD Certificate in Training Practice.
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Alan Neal , partner, mfg Solicitors LLP specialises in finance and tax within the private client division. Alan is recommended in the Legal 500 and is also dual qualified as a Chartered Tax Adviser. Alan was involved in three high-profile inheritance tax cases: Antrobus I; Williams; and Antrobus II. He is a member of STeP and is clerk to the General Commissioners for Income Tax Purposes for the Kidderminster Division.
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Lucy Obrey is a Solicitor and Partner at Higgs & Sons, Solicitors in the West Midlands. She is a member of STEP and member of the STEP UK Practice Committee. Lucy regularly appears as a speaker at the STEP National Conference. She is also recognised in Chambers and Partners and Legal 500 in the areas of trusts and personal tax.
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Martyn Packer BA (Hons), LLM, Solicitor who worked in private practice as a probate and trusts lawyer. He is now a freelance training consultant in the fields of Probate, Will Drafting and Private Client work.
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Linda Pratt LLB (Hons) is a retired Non-Practising Solicitor and formerly a principal of her own elderly client practice. Linda is a member of the executive committee of the Law Society's Private Client Section and a founding member of Solicitors for the Elderly. Linda is both a practical and an experienced lecturer with 30 years experience of combining the daily handling of estates with the academic experience lecturing.
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Alan Robinson after being principal of his own firm for over 30 years specialising in elderly client, Alan is now a consultant. He has worked in the area of community care since its inception and currently teaches community care law for The Open University. He is also a contributor to Tottel's Older Clients Law Service.
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Nick Shaw MA (Cantab),TEP was formerly a partner and latterly a consultant with Addleshaw Goddard which is one of the largest firms of Solicitors in England with a Private Client Department.
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Joe Swift FCA, FCCA, ATII, TEP, Dip PFS, head of Private Capital Group of Cobbetts, LLP and formerly a Tax Partner at Deloitte and Touche. Joe has lectured
widely on tax and estate planning to various professional groups and clients.
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Araba Taylor , Barrister at Fenners Chambers in Cambridge. Araba has extensive experience of elderly client work, contentious probate, wills/administration of estates, trusts and trustees and professional negligence claims arising out of these areas of practice.
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Gary Vaux is an experienced welfare rights officer, with 30 years direct local government experience. He also trains, chairs the Social Security Advisers Group at the Local Government Association, and represents the LGA and the Association of Directors of Adult Social Services in policy discussions with the DWP. He writes a welfare rights column for Community Care magazine and appears as a contributor on Moneybox on Radio 4 and Wake Up To Money on Radio 5.
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Iris Wuenschmann-Lyall MA (Cantab) TEP . Iris is a Solicitor with wide experience of private client work, working as a Consultant for Toby Harris Tax Consultants and PTP Tax Consultancy. She is a specialist dealing with the complex legal issues surrounding trusts and estates and advises on all aspects of trust taxation and capital taxes with particular emphasis on high net worth individuals. Iris is a contributing author to Bloomsbury Professional Core Tax Annuals Inheritance Tax, Capital Gains Tax, and Trust and Estates. She also contributes to Bloomsbury Professional Revenue Law and Tax Planning. Iris lectures on the STEP Diploma course and also sits on STEP’s UK Practice Committee.
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