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.
To find out more about the estate administration process, the legal and tax work involved and the typical timescales, join fellow members of the Insurance Institute of Sussex as Nathan Holloway, Regional Sales Manager at Kings Court Trust explains the various stages involved and the commercial opportunities that estate administration poses for financial advisers.
Taking place on Tuesday 25 October 2016 at Clair Hall, Haywards Heath, this free 1.5 hour CPD seminar is open to all members and their guests and is ideal for anyone who wants to find out more about estate administration, or is looking to retain client funds under management.
To join us, please use our online booking form by clicking on the BOOK NOW button below.
Light refreshments (tea/coffee/juice and biscuits) will be served from 5.30pm onwards and the seminar will start promptly at 5.45pm.
Learning Objectives
By the end of this seminar, delegates 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
Getting there
There is plenty of free on-site parking at Clair Hall and Haywards Heath Station is just a few minutes' walk away.
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.