Advising vulnerable clients

Presented by: Kings Court Trust

Overview:

At some point in our professional career, advisors are likely to be engaged with clients who could be deemed to be in a vulnerable state. This hour long seminar will introduce some of the key issues that professionals need to be aware of when dealing with individuals whose judgement may be affected by mental or emotional influences. It will also suggest guidance to help advisors mitigate the risks involved whilst still delivering sound advice.

Note: The talk is primarily aimed at financial advisers, but anyone can come along

Learning Objectives:

At the end of this event, the delegate will be able to identify:

• what constitutes a vulnerable person

• the importance of testamentary capacity

• best practice and professional standards

• ways of mitigating the professional risks of advising vulnerable clients

Speaker biography:

Kings Court Trust is one of the UK's leading estate administration specialists. Our team of legal, tax and estate administration experts have helped over 6,000 people deal with the estates of their loved ones, distributing over £1 billion in assets to the beneficiaries. They work alongside advisors such as IFA's, accountants and will writers to ensure that their clients have access to a professional, quick and efficient estate administration service at their time of need.

Places are limited, to book your place please email Mark Brill mb@cityfinancialplanning.co.uk

This event is worth CPD credits should you feel it contributes to your own professional development.