The Later Life Academy will host two events in London and Leeds this month on the will and estate planning sector.
The Later Life Academy will host two events in London and Leeds this month on the will and estate planning sector.
The London event will take place on 9 March at the Ashford Solicitors HQ on 1 New Fetter Lane, while the Leeds event is on 16 and will take place at Pure Retirement’s office at 4305 Park Approach, Thorpe Park.
Stuart Wilson, managing partner at the Later Life Academy, said: “Given what is happening in the world of pensions and the constant issue of inheritance tax and other later life concerns, advisers certainly need to ensure they have all the up to date information there is on the will and estate planning options available to clients.
“There is, quite frankly, no need to neglect the needs of clients in this area however in order to advise and/or refer in this space, they will need to be fully aware of what is available, how the sector works, and how they can proceed.
“This is why we are offering these two one-day courses in London and Leeds to fill any information gaps whilst at the same time outlining how advisers can support their clients in this area.”
