Join us for our live session - delivered by expert speakers Eleanor Evans TEP and Yasmin Hoque.
In partnership with Remember A Charity, this live webinar will explore the common forms of gifts in Wills, including lump sum (pecuniary) gifts, percentage or residuary gifts, index-linked gifts and gifts of assets or specific items.
It will also cover more complex legacy structures, such as Will Trusts and Donor Advised Funds, and Sharia-compliant Wills, helping advisers build confidence in discussing these options with clients.
This live session is a must-attend for anyone working in Private Client.
This webinar is suitable for all levels.
Understand the different types of charitable gifts that can be included in a Will and build confidence in discussing these options with clients.
This live webinar contains a 45-minute presentation from Eleanor and Yasmin, a 15-minute Q&A session where you can ask any questions you'd like directly to the speakers. 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 10:00am.
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.
- Add your event tickets to your basket.
- Click “Checkout.”
- Select Pay by Invoice.
- 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
In partnership with
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About the speaker
Eleanor Evans TEP
Eleanor is Head of the Trusts and Estates Administration department, a large team dealing with estates and trusts administration on behalf of financial institution and trust corporation clients. Eleanor is a specialist in wills, probate, tax and trusts, and is a full member of STEP (the Society of Trusts and Estates Practitioners). She is also a committee member of the STEP Wales branch.
Eleanor’s clients include household names, such as two high street banks, several building societies, and a nationwide network of funeral directors. Her team acts for lay individuals and corporate executors and trustees, to include the banks’ trust corporations, and Hugh James Trust Corporation Ltd.
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About the speaker
Yasmin Hoque
Yasmin qualified as a solicitor in 2010 with experience in litigation, property and private client. She is a visiting lecturer at the University of Law for modules of Wills and Administration of Estates and is Senior Private Wealth Solicitor at Elite Law Solicitors covering all matters of Wills, Powers of Attorney, Trusts and Estate Administration.
Yasmin has a special interest in philanthropy and international estates with an Islamic Alimiyyah qualification to advise on matters of Sharia-compliance, faith-based estate planning and Islamic Inheritance matters. Yasmin is also a trustee for an education charity and delivers workshops, training, mentoring and pro bono advice clinics to support community and charitable initiatives through her range of advisory roles.
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