Course description
This webinar will explore the key legal considerations when dealing with the estate of a member or partner after their death.
For personal representatives this can be a difficult and high-risk area, and it is important that practitioners can explain the position clearly.
Join private client expert Julie Bell as she looks at the legal and tax position to enable you to best look after your clients’ interests.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This webinar will explore the key legal considerations when dealing with the estate of a member or partner after their death.
For personal representatives this can be a difficult and high-risk area and it is important that practitioners can explain the position clearly.
The webinar will look at the legal and tax position to enable you to best look after your clients’ interests.
What You Will Learn
This webinar will cover the following:
- Practical steps to take during the administration
- Dealing with companies house
- Transfer of assets
- Making sure the estate receives all that is due
- Options for personal representatives
- Options for beneficiaries
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...