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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

"As an engaged couple with a portfolio of rental properties, we wanted to make sure that we were both well provided for if anything ever happened to one of us, and we were also worried about Inheritance Tax. Our financial advisor recommended that we seek advice from Will Written. Gina was very organised and reassuring. She explained everything to us very clearly. We know where we stand and we found out a lot that we didn't know before. Having made our wills, we feel we have nothing to worry about, we are happy that we have been sensible and haven't put off making our wills unnecessarily. "

Denise R & David D

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