Wealth Protection Update Seminar

What's it about?

This is the second in a series of seminars designed for financial services professionals to update you on relevant new law and targets areas where your work crosses over with ours to add real value for your clients.
 
The Supreme Court are due to hand down their judgment in the key cohabitation case of Kernott v Jones imminently. We will set out the key issues before the court and how they could impact on your clients.
 
Tax efficient wealth planning is an issue that drives clients in both of our sectors. The private client department will set out some key considerations for your clients regarding current inheritance tax planning strategies.
 
Finally, we will summarise where discretionary trusts stand when there is a divorce. Clients are increasingly aware of the potential risks in this area and we will provide a round up of recent case law and some practical tips to take to your clients.
 

Topics covered:

• Cohabitation in the new era
  - Kernott -v- Jones in the Supreme Court
  - Advice for wealthy clients

• Inheritance Tax Planning
  Where do Discretionary Trusts stand on divorce?
  - The crucial difference between nuptial and non-nuptial trusts
  - Case law update
  - Do's and don'ts

• Questions and Answers

Speakers

Philip Barnsley is a partner in the firm and head of the family department. He specialises in all aspects of matrimonial law and is highly regarded particularly when dealing with complex financial matters. Philip is also a trained Collaborative Family Lawyer.
 
Philip will lead the update, with assistance from his team and from partners from the private client department.
 
The private client department at Higgs & Sons is one of the most significant in the Midlands in terms of both size and turnover.  Peter Gosling, Robert Leek, Nick Moxon and Lucy Obrey oversee a team that deals with the whole spectrum of private client work to include the preparation and completion of wills and trusts which cover issues arising in relation to succession, protection and inheritance tax planning.  In addition, the department have a number of specialists in probate and trust administration and a team able to advise on all care and capacity issues.    

When
Thursday 13th October 2011

Timings
8.15 am - Registration and light breakfast
8.30 am - Presentation
9.30 am - Finish

Where
Higgs & Sons
3 Waterfront Business Park
Brierley Hill
DY5 1LX

Cost
This seminar is free of charge to attend and includes 1 CPD point.

How to Book
To reserve a place on this seminar please CLICK HERE.

Alternatively please contact Jenna Endres at jenna.endres@higgsandsons.co.uk or telephone 01384 327268.

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