Private Client Basics - An Introduction for Your 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 deigned to introduce your 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

This webinar will cover the following:

• Basic will templates - the need to knows
• The steps to administer an estate
• Basic information required for inheritance tax
• Lasting powers of attorney

This webinar was recorded on 7th July 2022