Join leading experts and fellow professionals for an in‑depth exploration of key developments in Private Client law, designed for legal practitioners, estate and financial planners, investment and wealth managers, tax advisors, and others working in this evolving field.
With expert contributions from Nina Ferris, Rebecca Roscoe, Professor Lesley King, and Anthony Whittaker, the programme will cover a range of essential topics including Financial Planning Hot Topics with a focus on managing deceased investment accounts, the modern trustee’s responsibilities in “Accountability Starts with Accounts”, and a practical session on Understanding the Residence Nil Rate Band, examining technical pitfalls and real‑world scenarios where relief is commonly lost.
A full agenda will be released shortly, offering a comprehensive overview of the sessions and speakers.
In Partnership with:
Event Kindly Sponsored by:
Currency Connect
Currency Connect works exclusively with the legal sector, primarily supporting private client departments where inheritance payments to overseas beneficiaries are often required. Our service regularly helps law firms save 2–3% compared to their corporate banking rates, which can equate to £1,000s saved, ensuring firms are acting in their clients’ best interests and delivering greater value to beneficiaries.
Evelyn Partners
Whether you need retirement and pensions advice, support with inheritance tax and estate planning, guidance when selling your business, would like to invest for children or achieve other goals, our financial planners at Evelyn Partners can help. Wealth and tax advice for life.
Kin Probate
Kin Probate are professional probate genealogists that offer a range of services: (1) Kin: Search – locate a beneficiary/ an administrator/ executor; (2) Kin: Verify – verify a family tree; & (3) Probate: Resolution – other services. We undertake a free initial assessment on every matter and then provide credible fee options. With local expertise and international coverage we have successfully provided unexpected windfalls to beneficiaries home and abroad.
