Advising in private client post budget - the need to know
The latest Budget has introduced significant changes for private client practitioners, particularly in areas like inheritance tax, lifetime trusts, and LPAs. Staying ahead of these updates is crucial for advising clients effectively. In this insightful webinar - Helen will provide practical guidance on these areas, equipping the viewer with the knowledge needed to navigate the latest regulatory landscape confidently.
CPD Hours:
This webinar provides you with 45 minutes of learning.
Attendees will receive a CPD certificate upon completion of this course.
Can I Pay by Invoice?
Simply get in touch with info@formediagroup.co.uk to request an invoice - just let us know which webinar you'd like to purchase and the number of users you would like to book for.
Learning Objectives:
- Inheritance tax changes
- LPA changes
- Advice and options
- Lifetime Trusts
- And more
Downloads
Your CPD Certificate can be found in your Account.
Helen Forster
Managing Director • HTF Legal Limited
Helen is the managing director of her law firm, HTF Legal, based in Yorkshire, She is a solicitor and trusts and estates practitioner and has spent over 14 years working in the private client sector. Over the years she has received numerous awards including the category of rising star in England and Wales in the Modern Law Awards in 2016, where she came second. More recently her firm has won “ inheritance firm of the year Yorkshire” in 2023. Her particular specialisms include tax planning and mental capacity work, and in addition she provides training and seminars around the country on the subject.
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