Research by the Centre for Social Justice suggests around three million women aged 16 to 45 are likely to stay childfree. 

This seismic shift means that estate planning conversations are also evolving. If you don’t have obvious heirs who do you leave your money to and what are the tax implications that clients need to be aware of?

In this practical one-hour live webinar, Julie Bell will examine the key considerations for Private Client practitioners advising clients without children, from inheritance and intestacy to choosing attorneys and exploring charitable giving.

This is an essential webinar for all Private Client practitioners

All Levels – this can be picked up throughout anyone's professional career regardless of experience

  • How the intestacy laws work
  • How to help clients explore who inherits when they don’t have immediate family
  • Who to appoint as attorney if you don’t have children
  • Options when clients don’t have children.
  • The role of charitable giving when you don’t have immediate family
  • The tax considerations if you don’t have children

Find out more > https://www.sra.org.uk/

This live webinar contains a 45-minute presentation from Julie Bell, a 15-minute Q&A session where you can ask any questions you'd like directly to Julie. You can download your own copy of the presentation and resources to refer to during and after the live webinar.

You will be able to actively listen to the course and ask questions to the speaker.

The live webinar begins at 12:30pm

The £69 +VAT price includes:

  • 45-minutes of topical content
  • 15-minute interactive Q&A
  • Comprehensive lecture notes
  • Digital CPD certificate

Of course. To book multiple delegates, increase the amount of tickets you wish to buy and add them to your basket. Once your payment has been processed, you will then be asked to assign the tickets to the delegates attending. Each delegate will then receive an email with instructions on how to finalise their booking

For group booking discounts please get in touch with us on team@formediagroup.co.uk.

You can now pay by invoice directly through our website.

  1. Add your event tickets to your basket.
  2. Click “Checkout.”
  3. Select Pay by Invoice.
  4. Enter your details and receive your invoice instantly by email (you can also view it on screen).

This live webinar provides you with 1 hour of learning.

Attendees will receive a CPD certificate upon completion of this course.

Agenda

12:30 - 13:15
Webinar Begins
12:30 - 13:15
Live Q&A

Event Information

£69 + VAT

Date
Address
Online
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Join us for a 60-minute LIVE webinar with Julie Bell. The ticket price includes:

  • 45-minutes of topical content
  • 15-minute interactive Q&A
  • Comprehensive lecture notes
  • Digital CPD certificate
There are only 499 tickets remaining, please reduce your required quantity below this number.
  • Julie Bell

    About the speaker

    Julie Bell

    Julie is a solicitor specialising in private client work. She is a Consultant Solicitor at Read Roper & Read in Manchester, advising on all areas of private client with particular emphasis on trusts and assisting high net-worth individuals.

    Author of Digital Assets by the Law Society and Trust Drafting and Precedents for Bloomsbury and tutor on the STEP Advanced Certificates in Will Preparation and Administration of Estates.

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