An Introduction to the Private Client Sector for Support Staff

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 webinar was recorded on 25th September 2024

You can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.