Dealing with wills, court of protection and estate administration is emotionally draining – dealing with challenging individuals and bereaved clients.

This presentation will look at what you need to be aware of, how to tailor your approach and how to avoid burnout.

More and more practitioners are leaving the profession – what can be done to have a long and happy career in private client?

Anyone practicing Private Client.

All Levels – this will cover valid points regardless of experience

  • How to have difficult conversations whilst protect yourself
  • Avoiding burnout – practical tips
  • Spotting the signs of undue influence

How to manage difficult conversations

How to display empathy whilst retaining professionalism

Protecting the practitioner’s own mental health

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 10am.

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).

Once your invoice is paid, simply log into your account to assign tickets to your team. Your invoice will remain valid for 7 days. After that, any unpaid tickets will be automatically released.

This live webinar provides you with 1 hour of learning.

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

Agenda

10:00 - 10:45
Webinar Begins
10:45 - 11:00
Live Q&A

Event Information

£69 + VAT

Date
Address
Online
Get directions

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 496 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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