Estate administration CPD Event

Presented by: Jill Clayton (King’s Court Trust Ltd)

Venue: Abbey Lounge, Kingsholm Stadium, Gloucester, GL1 3AX

Date: Tuesday 8^th March 2016

Time: Buffet 12:15pm Talk starts at 12:30pm finishes 13:30

Overview:

Estate administration can be a complex legal process, particularly for clients with a portfolio of assets and investments. This hour long seminar will explain the various stages of the estate administration process, the legal and tax work involved and the typical timescales. The session will also explore the commercial opportunities that estate administration poses for financial advisers from a business development and asset retention perspective.

Objectives:

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

• The key stages of the estate administration process
• The legal and tax work that is involved
• The commercial opportunities for financial advisers
• How you can retain client funds under management
• How you can identify new clients in need of financial advice

Booking:

Places are limited, to book your place please email Tracey O'Neill tracey.oneill@pro-global.com

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

For further information on forthcoming CPD events, visit