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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

"Recent life events brought home to me the importance of making sure that my beautiful grown up daughter, who is my pride and joy, is well provided for. After a very in-depth consultation, during which my circumstances were considered from all angles, a carefully tailored estate plan was prepared for me, which addressed all my concerns fully. As a result, I am now confident and reassured that my assets are safe from erosion and that my daughter’s future is secure."

Kim D

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