Annual Conference – Agenda, Speakers and Exhibitors | 10 May 2024

January 24, 2024

ILM Conference 2024

In association with Berrys, Hugh James and Shakespeare Martineau

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Click here to view the agenda [pdf]

**All sessions and speakers are subject to change.**

Agenda

9.15am | Registration, coffee and pastries

10.00 – 10.30am | Welcome and update: James Stebbings, Chair of the ILM & Matthew Lagden, CEO of the ILM


Session 1 | CONTENTIOUS PROBATE UPDATE [LED BY HUGH JAMES]

10.30 – 11.15am | Join Roman Kubiak, a partner in the Charities team and head of the top-ranked Contested Wills, Trusts and Estates team at Hugh James. Following the feedback received regarding the 2023 conference, we are reintroducing the Contentious Probate Update for 2024. This session will provide you with an update on all the key developments in contentious probate over the last 18 months.


11.15 – 11.45am | Coffee break: Meet exhibitors


Session 2 | PROPERTY MARKET UPDATE [LED BY BERRYS]

11.45 – 12.30pm | We are delighted to announce that, for the first time, one of our main sessions will be presented by Andrew Tompson, Partner and Head of Valuation at Berrys. This session will focus on the developments in the property market since the pandemic and provide insights into what is likely to occur over the next eighteen months, helping you understand the potential impact on legacy income in the near future.


Awards Ceremony | Announcing the winners of the ILM and Legacy Futures Awards


1 – 2pm | Lunch

Enjoy lunch, connect with new members, and explore the exhibition space, where you’ll find these ILM partners:

Bolt Burdon  | Clear | Hammer Price Homes | IDR Law | MichelmoresRemember a Charity | Savills | Smee & Ford


Session 3 | PLANNING LAW UPDATE [LED BY SHAKESPEARE MARTINEAU]

2 – 2.45pm | Whoever wins the next election, there is likely to be significant developments in property law that will have an impact on the property market as a whole. This session, led by Shakespeare Martineau’s Andrew Wilkinson, Head of Inheritance Disputes, will look at what has changed since the pandemic, what is likely to change in the near future, and what impact this might have on the property market.


Session 4 | STATE OF THE NATION [LED BY LEGACY FORESIGHT]

2.45 – 3:15pm | Kathryn Horsley, Senior Consultant, along with Doug Clow, Head of Analysis, will guide us through the State of the Nation. They will provide insights into the importance of legacies, short-term challenges, and outlook, presenting a positive long-term perspective beneficial for the coming years. Building on last year’s coverage of information about boomers, this year’s focus will shift towards understanding future donors, including Gen X. The session, will explore strategies for charities to effectively work with these cohorts, fostering engagement in an environment marked by change and uncertainty.


3.15 – 3.45pm | Tea break: Meet exhibitors 


Session 5 | THE ROLE OF AUCTIONS IN LEGACY DISPOSALS [LED BY SAVILLS]

3.45 – 4pm | A summary led by Gary Murphy, Director of Auctions at Savills, will shed light on the pivotal role auctions play in legacy disposals.


Session 6 | APPROACHES TO PROPERTY IN AN UNCERTAIN ENVIRONMENT [PANEL DISCUSSION]

4 – 4:45pm | The property market has been difficult for the past couple of years with prices falling and then rising again, and a lack of buyers in the market, and this is likely to continue for the foreseeable future. This panel will consider real life examples of legacy property disposals, and discuss what could have been done to get a better result. Members are encouraged to come with property scenarios they are currently dealing with, and the panel will discuss them.

Lineup includes:


4.45 – 5pm | Closing remarks: James Stebbings, Chair of the ILM


5- 7 pm | Drinks reception [with thanks to Savills]

**All sessions and speakers are subject to change.**

2023 Conference Highlights

ILM Conference Special: Looking forward to 2024 and reflections on 2023

ILM Conference 2023 – Recap

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