Wills & Inheritance Tax for General Insurance Members

Hadlow Manor Hotel
Wednesday, 27 October 2021
10:00 am – 11:30 am
    • Pierre Coussey MCSI, APFS, IMC , Head of Wealth Planning & Investment Solutions , Bond Wealth Ltd

This seminar for general CII members is aimed at those who have a general interest in wills and inheritance tax, perhaps to grasp the facts for themselves or to be able to steer family members.

Learning Objectives:

By attending this event, delegates will be able to identify:

  1. Background to laws
  2. What happens on death to Assets when no “will” is in place
  3. Common errors and mistakes in wills
  4. Differences in Wills and Trusts
  5. Inheritance Tax and allowances
  6. Simple tips to make sure you do not pay more inheritance tax than you should.

Speaker Biography:

Pierre Coussey is a Chartered Champion & Vice Chairman of the PFS (Kent), having served a maximum tenure as Chairman for 2016-2018. He is also the Duty President of the Insurance Institute of Royal Tunbridge Wells.

A Chartered Financial Planner of the PFS/CII - A holder of advanced diploma in Tax & Trusts and an Affiliate of The Society of Estate & Trust Practitioners (STEP). With over 30 years financial services experience, he was also previous Panel member for the Chartered Institute of Securities and Investment in the development of its Investment Advice Diploma, as a panel member helped develop the syllabus and content of the examination and regularly sat to access appropriate standards and review exam papers to calibrate pass rates.

In addition was the professional reviewer of content workbook for the private client advice exam as well as being an Individually Chartered Member.

Venue
  • Hadlow Manor Hotel
  • Hadlow Manor, Goose Green
  • Hadlow
  • TN11 0JH
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CII Accredited

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

1 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/cpd.