An Introduction to the Private Client Sector for Support Staff
Type | Speaker | CPD Hours | Level |
---|---|---|---|
Webinar
|
1.25 | Introduction |
Course Outline
Introduction
In private client work, it is becoming increasingly commonplace for support staff to play an important role by inputting client information into documentation such as tax forms and wills.
This webinar is designed to introduce support staff to the private client sector and is specifically designed to give a greater understanding of the basics of the area.
What You Will Learn
The webinar will cover the following:
- The need to knows for will drafting
- The steps to administer an estate
- Inheritance tax - the basics
- Lasting powers of attorney and the new system
This pre-recorded webinar will be available to view from Monday 21st October 2024
Alternatively, you can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.
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Webinar | 21.10.2024
Unlimited Viewers | 1hr
An Introduction to the Private Client Sector for Support Staff
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Oct 21 2024 | 1hr | Unlimited viewers at your organisation |