A Private Client Update in Liverpool with Professor Lesley King

Thu Sep 28 2023 at 12:00 pm to 04:30 pm

Malmaison Liverpool | Liverpool

For Legal
Publisher/HostFor Legal
A Private Client Update in Liverpool with Professor Lesley King
Expect an afternoon of Private Client updates, presented by leading speaker Professor Lesley King, sponsored by Estate Research.
About this Event

For Legal provide you with a half-day masterclass that is packed full of insights from the professions most in-demand educator, Professor Lesley King.

This session will provide a review of current issues in Private Client Practice. The session will focus on good practice and avoiding pitfalls. The content will depend to some extent on developments in the next few months but is likely to include:

  • Getting the best out of online probate
  • The latest on the Trust Register
  • Charities Act 2022: implications for private client practitioners
  • Finance Act 2023
  • Working with the Residence Nil Rate Band
  • Post-death variations and means-tested benefits
  • Residuary beneficiary’s ability to challenge solicitor’s costs
  • Claims under I(PFD)A and will drafting

Who this is for:

This classroom is perfect for practitioners including solicitors and paralegals who are seeking to update their knowledge of private client law, or who are considering returning to this area of law following a career break.

Level of expertise:

Delegates should have a working understanding of Private Client matters.

Learning outcomes:

After this session attendees will be aware of recent changes to the law that affect private client practice, and use this knowledge to effectively help a client's needs.

How you will learn:

This face-to-face training course consists of an interactive presentation and digital lecture notes to refer to prior, during, and after the event.

You will be able to actively listen to the course and ask questions to the speaker.

CPD Hours:

Maximise learning whilst spending minimal time away from your desk. This half-day conference provides you with 4 hours of learning.

Attendees will receive a certificate of completion after the event closure.

Event times:

Arrival at 12pm for lunch, the masterclass begins at 12:30pm and ends at 4:30pm.

What does my ticket include?

The ticket price includes 4 hours of CPD at the event, unlimited access to free CPD content at forlegal.co.uk, a sandwich lunch upon arrival and a tea & coffee break in the afternoon.

Can I book more than one person?

Once you click register you will have the option to register as a company. Click to create your company and then follow the details on screen.


Event Venue & Nearby Stays

Malmaison Liverpool, 7 William Jessop Way, Liverpool, United Kingdom


GBP 69.00

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