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Estate Planning Opportunities When Working with Solicitors
Wednesday 7 February 2024, 8:30 am - 11:30 am
Macdonald Drumossie Hotel
Kenny McCall, UtmostDavid Wilson, Close BrothersTony Whincup, Close BrothersFiona Clark, Burness Paull Solicitors
CPD
The Insurance Institute of Inverness, the Highlands and Islands is happy to announce that their next CPD event will cover estate planning opportunities when working with solicitors.
The session will commence with breakfast rolls, tea and coffee before hearing from a panel of speakers from Utmost, Close Brothers and Burness Paull Solicitors.
Learning objectives:
- The use of bonds and trusts in estate planning
- IHT planning by investing in smaller companies, obtaining business relief
- The use of family investment companies in estate planning
Presenters:
- Kenny McCall – Utmost
- David Wilson & Tony Whincup – Close Brothers
- Fiona Clark – Burness Paull Solicitors
Venue
Macdonald Drumossie Hotel
Old Perth Rd
Inverness
IV2 5BE
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 2 1/2 hours CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
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Brodies LLP
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Thu 11 Apr 2024, 12:00 pm - 1:00 pm
Alan Chandler
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