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Our 2017 Programme of Professional Skills Workshops

Estate Planning Awareness for Accountancy and Financial Services Professionals

Our 2017 Continuing Professional Development Programme

Our 2017 Estate Planning Training Programme for Accountants and Financial Services Professionals

In line with our ongoing commitment to empowering our colleagues with the knowledge to identify their clients' estate planning needs, we are pleased to announce our 2017 Continuing Professional Development programme for accountancy and financial services professionals.

The programme of four practical workshops provides a total of 12 hours CPD spread throughout the year. To reserve your place on each workshop, simply click on the links below: -

24th January – Supporting the Older Client;

18th April – Supporting Complex Families;

27th June – Supporting Business Owners and Buy to Let Investors;

17th October – Identifying your Client’s Estate Planning Needs;

In a pleasant setting, with ample parking, refreshments on arrival, a light lunch afterwards and ample time for questions, answers and discussion, each workshop will provide an enjoyable and informative morning.

Looking forward to helping you support your clients holistically in 2017

"I am a retired divorcee with a complicated family situation. Allowing my estate to be distributed in line with to the intestacy rules when I am gone would not have been a fair reflection of my wishes, so I knew it was vital that I make a will. I wanted to ensure that particular members of my family were provided for. I also have a child who is self-employed, and I was worried about providing for her in case her business failed and her inheritance was seized by the Insolvency Service. Will Written have created an estate plan for me that places my assets into a trust when I am gone, so that the trustees can manage my assets and keep them in the family."

John M

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