Advisers

CPD

Continued Professional Development from Kinherit

Wills and Trusts – End of Life Planning

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.

Business Relief

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

Trust Your Property

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

Problem Wills and Probate

30 minutes

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

Sideways disinheritance

Avoid common pitfalls

30 minutes

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

Vulnerable Clients

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