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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

"We decided to seek advice about estate planning because we wanted to understand how to efficiently protect our assets and pass them safely to our children and grandchildren. We also wanted to put as much help in place for our family as possible, so as to make things as easy as possible for them when the time comes. We liked Gina’s patient and diligent manner in answering our questions and guiding us to the right solutions. Gina explained everything to us with great clarity, making concepts we were unfamiliar with accessible and clear. We particularly liked the fact that Gina came to see us in our own home without our having to make a special request; this is just the way she works. It was so much easier for us to relax and talk freely in the comfort and privacy of our home. Having put the right estate plan in place we feel that we have ticked a big box. This was something we knew we had to get round to. Now it is done and sorted and we don't have to worry about it anymore. We have also gained a clear understanding of the measures that have been put in place and why they are important. "

Matt & Betty R

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