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SFE National Conference 2018

Digital deaths, cyber security and so much more for the elderly client adviser
Keynote Speaker: Her Honour Judge Hilder

09:15 - 16:45 on 21st June 2018
Venue: The British Library Conference Centre, Euston Road, next to St Pancras International and King's Cross stations
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Early Bird Date: 31st March 2018
Early Bird Discount: £30.00
Member Price: £270.00 - Early bird price: £240.00
Non Member Price: £299.00 - Early bird price: £269.00

Event Information

Digital deaths, cyber security and so much more for the elderly client adviser
You can’t miss this one!

Cyber Security is on the rise – don’t miss this real time demo of what actually happens and how easy it really is... People are dying and leaving lots of their life online – where do we stand and what should be done? The infamous RNRB – one year on, are things any clearer? Her Honour Judge Hilder – how are things developing under her leadership? The latest from the OPG and of course, a case law update. Action packed and unmissable…

09:15 Registration and coffee
09:45 David Sinclair, SFE Chairman - Welcome address
10:00 Ian Bond, Head of the trusts & estates team at Talbots - Digital assets on death
Only a decade ago, the concept of preparing your digital assets for your demise would have seemed absurd. With most people now owning a smart phone or other internet connected devise then the making of sensible provision digital assets is now essential. Like it or not much of our lives, both professional and personal, has found its way into the digital sphere. An important question for all practitioners dealing with planning for death through will making and dealing with the administration of estates after death is to consider and discuss with their clients, what will happen to their digital estate on their death. This session covers both the practical and the legal aspects of a digital demise: what the law says on who actually owns digital assets; who has access to those digital assets on death; how the law in this area needs to be updated to keep pace with technology; and, discussing the recent proposals from the Law Commission on bring the law of wills into the 21st century.
11:00 Coffee
11:20 Professor Lesley King - Private client update
This session will provide a comprehensive review of recent developments over the next few months and will examine the implications for private client practitioners. The content will depend on what happens in the next few months, but it is likely to include: statutory developments, including: the latest on the draft ISA regulation, the latest on DOTAS and IHT; decisions in the areas of wills, trusts and professional practice with particular emphasis on lessons to be learned and good practice, including: Re Exler, Legg & Burton v Burton, Christodoulides v Marcou.
12:20 Alan Eccles, The Public Guardian & Chief Executive of the OPG 

12:50 Lunch
14:00 Professor Lesley King - The latest on the Residence Nil Rate Band
Practitioners have been drafting wills to take account of the new residence nil rate band (RNRB) for some time now but this year for the first time are having to deal with claiming the RNRB for estates in administration. The new RNRB lifts many families out of the IHT net but there are a number of pitfalls and oddities. This session will consider problem areas and look at some common queries such as: What is a residence? Does the residence have to be in the UK? What if the will directs that a residence is to be sold? How does the taper threshold work when there is transferred RNRB? What happens if a residence is held in a life interest trust? To what extent can post-death variations and s144 appointments be used to secure the RNRB? How should we be drafting wills to get the best from the RNRB? What obligations do PRs and trustees have to PRs, trustees and beneficiaries?

15:00 Keynote address – Her Honour Judge Hilder - Overview of her role as the senior judge of the COP 

15:30 Tea
15:50 Damian Walton, Director of Professional Services - IntaForensics Ltd, with Sam Walton and Andrew Bassi - Cyber Security Live

The threat of a cyber-attack on your firm is higher than ever before.  With a live cyber-attack demonstration from the IntaForensics team, this session is designed to alert you to the risks faced by companies and individuals and provide signposting to ensure you can take steps to protect yourself from the current cyber threats.  IntaForensics is the fastest growing cyber security and digital forensic services provider in the UK.  https://www.intaforensics.com/

4:50 Wrap up and closing remarks from the Chair

Booking conditions:

1. Bookings can be submitted at any stage prior to the event, subject to availability. There are a limited number of places, therefore early booking is recommended. In the event of the booking not being accepted by SFE, the total amount will be refunded.

2. Payment must be received in full prior to attendance of the course.

3. All speakers are correct at the time of printing, but are subject to variation without notice.

4. If the delegate cancels after the booking has been accepted, the delegate will be liable to the following cancellation charges:

  • Cancellations notified over 45 days prior to the event will not incur a cancellation charge.
  • In the event of a cancellation being between 30-45 days prior to the event, a 20% cancellation fee will be charged.
  • For cancellations received less than 30 days prior to the event, the full delegate rate will be paid and no refunds will be available.
5. All bookings submitted online or by email, fax, in writing or over the telephone will be subject to these booking conditions.

6. All cancellations must be received in writing.

7. SFE will not be held liable for circumstances beyond their control, which lead to the cancellation or variation of the programme.

Venue Details

The British Library Conference Centre, Euston Road, next to St Pancras International and King's Cross stations

Venue Website: http://www.bl.uk/aboutus/quickinfo/loc/stp/index.html


Ian Bond
Ian Bond is head of the trusts & estates team at Black Country law firm Talbots. He specialises in trust formation and administration, wealth planning and the administration of estates, with wide ranging experience dealing with high-value and complex estates, especially intestacy matters. Ian is the current chair of the Law Society’s Wills & Equity Committee and has contributed a number of chapters to the Law Society’s Probate Practitioner’s Handbook (including a chapter on Digital Assets for the 8th Edition) , as well as writing articles for legal publications and journals on a range of topics. Ian is a member of STEP. You can follow Ian on twitter @IanBondTEP

Professor Lesley King
Professor Lesley King is a member of the Probate & Estates Committee of STEP, a former member of the Law Society’s Wills & Equity Committee and an honorary member of the Association of Contentious Trust and Probate Specialists. She is Professional Development Consultant at the University of Law. She is co-author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents); A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents); A Practitioner’s Guide to Wills; The Will Draftsman’s Handbook; Wills: A Practical Guide; and editor of The Probate Practitioner’s Handbook.
She is a contributor to the Wills and Trusts volumes of Halsbury’s Laws and the Encyclopaedia of Forms and Precedents and to The Law and Ethics of Dementia. She is the wills and probate columnist for the Law Society Gazette, and writes and lectures extensively on wills, taxation and related matters.

Alan Eccles
Alan Eccles is the Chief Executive for the Office of the Public Guardian (OPG). He was officially appointed as Public Guardian on 01 April 2012. The OPG supports the Public Guardian in the delivery of his statutory functions under the MCA and is an executive agency of the Ministry of Justice. Alan obtained a law degree at Leicester Polytechnic (now De Montfort University). He was called to the Bar by Middle Temple in 1981 and went on to complete pupilage and practised at the Bar for a short while in London. In 1983, he entered the Magistrates’ Courts Service as a professional trainee court clerk for the Middlesex Magistrates’ Courts Committee based at Highgate Magistrates’ Court. A move to the Midlands came in 1985 when he was appointed Principal Assistant at Dudley Magistrates’ Court. He was appointed Clerk to the Justices and Clerk to the Magistrates’ Courts Committee at Dudley in 1991. In May 2002 he was appointed Justices’ Chief Executive for the West Midlands. He started in his role as Midlands Regional Director for Her Majesty’s Court Service on the 15th March 2004, responsible for approximately 120 court centres. Alongside this role were a number of national responsibilities. Alan was appointed London Regional Director on 01 April 2010. This covered all court and tribunal activity in London including the Royal Courts of Justice. This was a large operational delivery role with a complex and diverse number of customers and stakeholders.

Damian Walton
Damian Walton is Director of Professional Services at IntaForensics with responsibility for the delivery of cyber security and incident response and PCI DSS investigations and audits. Damian has successfully completed the IASME Assessor training course and the CESG Certified Technical Cyber Auditing Course and is accredited to deliver Cyber Essentials audits and assessments. Damian joined IntaForensics from Visa Europe where he led the Data Compromise Management Team. He had responsibility for the overall management of data compromise incidents involving Visa payment card data, identification of emerging threats and the provision of quality intelligence. Damian worked closely with Visa Europe and Visa Inc. teams, issuing and acquiring members and the PFI/QSA community to assist and support investigations into data breach attacks. He was responsible for creating and implementing strategies to ensure compliance with PCI DSS requirements and, where necessary, applying appropriate sanctions for breaches of Visa Europe’s Operating Regulations.
Damian has over three decades of Law Enforcement experience, predominantly in investigative and supervisory roles. As Head of Northamptonshire Police Hi-Tech Crime Unit, he was a practitioner of forensic examinations, network investigations and covert internet investigations. He completed his Police career on secondment at the Child Exploitation and Online Protection Centre (CEOP) in London as head of the Specialist Operational Support Team, responsible for covert online and offline operations worldwide. During this secondment, Damian worked on a number of high-profile investigations in all corners of the globe receiving a number of commendations and plaudits from government officials.
Damian holds a PgDip in Forensic Computing from Cranfield University and has also achieved EnCE certified examiner, CFIA and CSTA qualifications. He is a member of the British Computer Society.

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