CPD

The legal impacts of life events on wills and LPAs

45 minutes

• The legal impacts of life events on wills and LPAs
• How Consumer Duty shapes your estate planning responsibilities
• Practical ways to integrate reviews into your client processes
• Q&A session

A guide to end of life planning by Kinherit

75 minutes

• What is the difference between a Will and a Trust – Most people really don’t know!
• 4 Threats to the Estate – Then how to defend the estate from those 4 threats
• Right to Reside – The modern family has seen this go from being into 10% of planning to 40% and we cannot stress the importance of this enough
• Continuing advice – LPAs and Trusts how we ensure you are the trusted advisor
• 3 case studies – How we’ve helped clients and acquired AUM or advice fees for the IFA.

Essential planning for business owners

30 minutes

• Business Relief – Quick overview
• Do you really know what happens to the asset on death
• Why clients need a Business Clause to guarantee the tax relief
• Business Owners – Cross Option Agreements
• Business Owners – Business Lasting Powers of Attorney

30 minutes

• Wills and whistle stop tour
• Right to reside
• Joint Tenants vs Tenants in Common
• Making Wills an easy but essential part of your tool kit

30 minutes

• The importance of a properly executed Will
• Concerns of an invalid Will
• Disputed Wills and examples
• Consequences and solutions

Avoid common pitfalls

30 minutes

• Discussing Wills for sideways disinheritance and when it occurs
• Practical examples
• The solution to avoid sideways disinheritance
• Q&A

Avoid common pitfalls

30 minutes

• Understanding what a vulnerable client is
• Need for Lasting Powers of Attorney
• Spotting someone abusing their power
• Case study of a Vulnerable Customer being abused
• Advising Vulnerable Clients