Wills and Trusts – End of Life Planning – 75 mins
A guide to end of life planning by Kinherit
- What is the difference between a Will and a Trust – Most people really don’t know!
- 4 Threats to the Estate – Then how to defend the estate from those 4 threats
- Right to Reside – The modern family has seen this go from being into 10% of planning to 40% and we cannot stress the importance of this enough
- Continuing advice – LPAs and Trusts how we ensure you are the trusted advisor
- 3 case studies – How we’ve helped clients and acquired AUM or advice fees for the IFA.
Business Relief – 30 mins
Essential planning for business owners
- Business Relief – Quick overview
- Do you really know what happens to the asset on death
- Why clients need a Business Clause to guarantee the tax relief
- Business Owners – Cross Option Agreements
- Business Owners – Business Lasting Powers of Attorney
Dream home – what happens when you die? – 30 mins
Help give your client better outcome and increase your revenue stream
- Wills and whistle stop tour
- How to protect unequal deposits
- How to protect parental deposits
- Joint Tenants is terrible
- Making Wills an easy but essential part of your tool kit.
Sideways disinheritance – 30 mins
Avoid common pitfalls
- Discussing Wills for sideways disinheritance and when it occurs
- Practical examples
- The solution to avoid sideways disinheritance
- Q&A
Vulnerable Clients – 30 mins
Avoid common pitfalls
- Understanding what a vulnerable client is
- Need for Lasting Powers of Attorney
- Spotting someone abusing their power
- Case study of a Vulnerable Customer being abused
- Advising Vulnerable Clients