Fact Finds, Balance Sheets and Inventories
Thu 08 Feb
|Glasgow
Do you have a robust system for regularly reviewing wills? This convenient seminar will give you the practical tips and strategy to help you identify the optimum solutions and options for your clients.
Time & Location
08 Feb 2024, 17:30 – 19:00
Glasgow, 12 Nelson Mandela Pl, Glasgow G2 1BT, UK
About the event
About the Seminar:
This live event sees industry leaders John Douglas of Finesco and Euan Fernie of Geoghegans explore how preparing a will review summary of all assets within the Chargeable Estate in a ‘draft inventory’ form can assist with consideration and re-evaluation of the extent of any existing IHT issues.
This seminar will highlight vital multiple planning mechanisms available to your clients through taxation and legislation to potentially mitigate IHT issues.
Why should I watch?
After this session you will be able to:
Identify the importance of utilising a robust system for will reviews
Tickets
Members
By booking this ticket, you are declaring that you are a member of the Royal Faculty of Procurators in Glasgow. All records will be checked before attendance and invoices will be sent to those found in breech.
£0.00
Sale endedNon-Members
This is your event ticket. Ticket holders must present their tickets on entry. You can either print your ticket or present this digital version. You can find all the details about this event on our website. If you have any questions or issues please contact the RFPG library (Tel. 0141 332 3593, email library@rfpg.org).
£75.00
+£1.88 ticket service fee
Sale ended