Course description
Private client advisors who have LGBTQ+ clients will need to be aware of the issues with Lasting Powers of Attorney (LPAs) and wills that are specific to that community. Precious Igbokwe presents this concise and informative webinar which will help you understand the needs of LGBTQ+ clients as well as the laws and circumstances which can impact the community.
This will include a summary of the issues facing elderly LGBTQ+ clients such as LPAs and the tact you will require to discuss some sensitive topics. It will also survey issues regarding wills and estate planning, such as IHT queries, non-dom status, and much more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This webinar will provide you with an introduction to Lasting Powers of Attorney (‘LPAs’) and wills for LGBTQ+ clients.
It will consider the understanding and needs of a LGBTQ+ client and provide you with a good understanding of the laws and circumstances which may affect the community.
What You Will Learn
This webinar will cover the following:
- LPAs:
- The different types of LPAs
- Reasons why LPAs are beneficial
- Sensitive topics to discuss that impact LGBTQ+ clients
- Wills and Estate Planning:
- Inheritance (Provision for Family and Dependants) Act 1975
- Non-dom LGBTQ+ clients
- Surrogacy and adoption
- Transitioning clients or children/grandchildren
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...