An Introduction to the Private Client Sector for Support Staff
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Webinar
An Introduction to the Private Client Sector for Support Staff
Introduction
In private client work, it is becoming increasingly commonplace for support staff to play an important role by inputting client information into documentation such as tax forms and wills.
This webinar is designed to introduce support staff to the private client sector and is specifically designed to give a greater understanding of the basics of the area.
What You Will Learn
The webinar will cover the following:
- The need to knows for will drafting
- The steps to administer an estate
- Inheritance tax - the basics
- Lasting powers of attorney and the new system