Advising Vulnerable Clients

iMuseum Lecture Theatre (next to Kingswood Honda Garage)
Thursday, 22 June 2017
12:30 pm – 1:30 pm
    • Chris Whittington, Regional Estate Consultant (North of UK), Kings Court Trust

Advising Vulnerable Clients

At some point in their professional career, advisers 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 advisers mitigate the risks involved whilst still delivering sound advice.

Learning Objectives

This session will provide members with learning in the following key areas:

  • Outline what constitutes a vulnerable person

  • Highlight the importance of testamentary capacity

  • Raised awareness of good practice and professional standards

  • Describe ways of mitigating the professional risks of advising vulnerable clients

Speaker Profile

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.

Venue
  • Kingswood Grove
  • Douglas
  • IM1 3LY
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's 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/cpd.