Every client needs a hero!
04/05/2016 at 10.00am
Date: Wednesday 6th July 2016
Time: 10:00 AM – 11:00 AM GMT
To book your place please click here
Topics Covered:
The importance of having the “correct” Business Clause within the Will
- A frank discussion about what can happen if business assets (including investments taking advantage of BPR relief such as AIM portfolios or EIS) fall into a client’s “residue”, the IHT advantages lost due to this mistake and the potential Professional Negligence claim against you, if you fail to identify the problem and advise the client accordingly.
Business Lasting Powers of Attorney
- A brief overview as to what a Business LPA is, why your client desperately needs one and guidance as to who can act as their Attorney.
- Information empowering you to answer the most frequently asked questions and potentially opening the door to new opportunities with fellow Directors and Partners of the client’s business.
NEW DATES ADDED: Thursday 7th July, 10:00 AM – 11:00 AM GMT. To book your place, please click here
Friday 8th July, 10:00 AM – 11:00 AM GMT. To book your place, please click here
This article was submitted to be published by Countrywide Tax & Trust Corporation as part of their advertising agreement with Today’s Wills & Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.
