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Private Client Update - All the Latest News in One Day

Private Client Update - All the Latest News in One Day

Session

7 Aug 2024

10:00 AM ‐ 4:15 PM

With a SmartPlan £288

With a Season Ticket £320

Standard price £640

All prices exclude VAT
Level
Update: Requires no prior subject knowledge
CPD
5 hours
Group bookings
email us to discuss discounts for 5+ delegates

Introduction

There has been a number of changes to the world of private client over recent months, and it is important to be aware of how these impact advice being provided to your clients and the planning that can be put in place.

This new virtual classroom seminar will give you an insight into the changes and consider the impact of the same, both in the short term and long term, giving practical tips and advice along the way.

What You Will Learn

This live and interactive session will cover the following:

  • The current and new care regime
  • Care fees planning inter vivos and on death
  • The use of trusts and the tax rules
  • Lasting Powers of Attorney and the changes proposed
  • Larke v Nugus and protecting yourself against claims
  • Using the Trust Registration Service moving forward

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.