Lesley King - Private client update. 9 March 2022

Host group
Host Left
Hosted by
STEP West of England
Event Type
Web Event
Date

This session will provide a review of current issues in private client practice with a focus on good practice and avoiding pitfalls. The exact detail will depend on any developments in the next few weeks but it is likely to include:

  • The latest on the trust register and implications for trustees of family trusts
  • Where are we now on probate practice?
  • What we can and cannot do with post-death variations
  • Avoiding problems when preparing wills
  • Self-dealing and conflicts of interest for family trustees

Objectives

After this session you will be:

  • Aware of recent developments affecting private client practitioners;
  • Able to adapt your office practice and procedures where necessary¬†
Cost group
Event Cost
Pound Sterling
30.00
Member
Pound Sterling
35.00
Student
Pound Sterling
35.00
Non-Member
Schedule
14:00-17:00
Contact
Raegan Leather
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