july, 2021

12jul10:00 am11:00 amSuperhero Webinar series No 79: Estate Planning for Single clients / Unmarried partners

Event Details

The latest in our Superhero Webinar series No 79 will give you a brief overview of:

  • Intestacy: What this can mean for single clients, and the devastating implications for unmarried partners!
  • What should a single client’s will look like? Looking at the potential for ‘double’ IHT when using basic wills or Flexible Life Interest Trust wills for unmarried partners!
  • Planning for incapacity: LPAs: Every client should have them!
  • Exploring the types of trust that you should consider for your client’s Wills…
  • Lifetime planning options: In particular the Probate Preservation Plus Trust and the Family Investment Probate trust. Should every client use these?

and much more…

To learn more about the estate planning strategies available for your single clients and those clients living as an unmarried partnership, why not join us on one of our FREE webinars to be held on:

Date: Monday 12th July
Time: 10AM

more

Time

(Monday) 10:00 am - 11:00 am

Organizer

Countrywide Tax & Trust Corporation Ltd

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