Private Client Law - A Practical Introduction for Support Staff

Introduction

Support staff are playing an increasingly important role in private client work, from inputting client information into tax forms and wills to assisting with the preparation of key documentation. A basic understanding of the private client sector is therefore becoming increasingly valuable.

This new virtual classroom seminar provides an accessible introduction to the private client sector, helping support staff understand the key principles, terminology and processes they are likely to encounter in their day-to-day work.

Designed specifically for support staff, the session will build confidence in working alongside private client professionals and provide a practical grounding in the fundamentals of the area.

Register today to develop your understanding of private client work and gain the essential knowledge needed to support clients and fee earners more effectively.

What You Will Learn

This live and interactive session will cover the following:

• The key considerations when drafting wills
• The key steps involved in administering an estate
• Inheritance tax - the essentials
• Lasting Powers of Attorney and the registration process

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.