Dealing with overseas beneficiaries can be complex, often giving rise to additional tax, legal, and administrative challenges. While it is possible to protect the personal representative, doing so requires careful planning and extra effort.
This live webinar will look at conducting bankruptcy searches in overseas jurisdictions, how to comply with KYC legislation and obtain suitable ID. We will also explore the process of sending money and assets abroad, address issues of double taxation, and consider who should bear the associated costs.
The session will also provide guidance on how to obtain clear instructions from overseas beneficiaries.
This webinar is a must-watch for anyone working in probate.
This webinar is suitable for all levels
Learn how to minimise risk when dealing with overseas beneficiaries
Discover how to obtain instructions from overseas beneficiaries
Understand common problems with overseas beneficiaries and the best ways to handle them
How to protect yourself and the estate from claims in relation to overseas beneficiaries and what unique points need to be considered
This live webinar provides you with 1 hour of learning.
Attendees will receive a CPD certificate upon completion of this course.
The live webinar begins at 1pm.
The £59 +VAT price includes:
- 45-minutes of topical content
- 15-minute interactive Q&A
- comprehensive notes
- CPD certificate
Of course! Once you select the live webinar, you will have the option to select the number of tickets you want to purchase, then you can follow the instructions on the screen. Once your payment has been processed, you will then be asked to assign the tickets to those attending. Each delegate will then receive an email with instructions on how to finalise their booking.
Simply get in touch with info@formediagroup.co.uk to request an invoice, you will need to let us know which live webinar you are booking and how many attendees you need to book.
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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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