Wealth Preservation & Private Wealth and Succession
Wealth Preservation & Private Wealth and Succession
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients.
Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing.
We are delighted to invite you to book the second of a trilogy of legal webinars provided by Blacks Solicitors – Leeds and presented by Nick Rhodes: Private Wealth & Succession - Blacks Solicitors LLP (lawblacks.com)
By the end of the session you will understand:
- Inheritance Tax planning
- Asset protection planning
- Wills
- Powers of Attorney
The final webinar in this trilogy is:
Legal issues surrounding AI 23rd April 2024
Separate information and booking details will be sent and in the meantime, please book this second event and encourage your work colleagues to join the webinar, it is open to all.
Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of York, which is acting as the host institute for this event.
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.