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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.

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Fact Finds, Balance Sheets and Inventories
Fact Finds, Balance Sheets and Inventories

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 ended
  • Non-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

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