1
Type
Speaker
CPD Hours Level
Learn Live 5 UpdateInformation
Accreditation Information
SRA Competency B

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.

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Learn Live | 08.02.2023

N/A | 10:00am - 4:15pm


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Feb
8
2023
 
10:00am - 4:15pm

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Prices (ex VAT)
Smart
Plan Information
£243
Season
Ticket Information
£270
Standard
£540
Group bookings
Discounts are available for multiple places. If you have 5 or more people interested in participating in this virtual learning session please email us at [email protected] for more information.

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