We held a practical and collaborative roundtable on the evening of 13 November 2025 at our offices in The Cottons Centre, focused on trusts and inheritance tax planning and designed to offer useful takeaways for attendees to apply in their work.

Trust & Tax Manager Jeremy Crouch and Senior Associate Umar Shaikh from our Wills, Trusts & Estates team presented a live case study built around real-world challenges to encourage discussion around complex client scenarios. Attendees broke into groups to explore the scenario and consider key questions before feeding back to the wider room.

Following the roundtable, there was time for networking, giving attendees an opportunity to connect with Jeremy, Umar, and peers across the professional community.