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

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.

Learning objectives

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.

Kings Court Trust is one of the UK’s leading estate administration specialists. Our team of legal, tax and estate administration experts have helped over 6,000 people 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.