Estate administration – What’s involved and the opportunity for financial advisers

Exeter Golf & Country Club
Tuesday, 13 September 2016
8:00 am – 9:30 am (UK time)

Kings Court Trust is one of the UK’s leading estate administration specialists. Their team of legal, tax and estate administration experts have helped over 6,000 deal with the estates of their loved ones, distributing over £1 billion in assets to the beneficiaries. They work alongside professional advisers such as IFAs, 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.

At the end of this event, the delegate 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
Venue
  • Topsham Road
  • Exeter
  • EX2 7AE
View map