Estate Planning Opportunities When Working with Solicitors

Macdonald Drumossie Hotel
Wednesday, 07 February 2024
8:30 am – 11:30 am (UK time)
    • Kenny McCall, Utmost
    • David Wilson, Close Brothers
    • Tony Whincup, Close Brothers
    • Fiona Clark, Burness Paull Solicitors

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


  • Kenny McCall – Utmost
  • David Wilson & Tony Whincup – Close Brothers
  • Fiona Clark – Burness Paull Solicitors

  • Macdonald Drumossie Hotel
  • Old Perth Rd
  • Inverness
  • IV2 5BE
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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