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Accountants Discussion Forum: Protecting the Family Wealth

March 12 @ 8:30 am - 10:30 am

Free

Join Nelsons’ next discussion forum for accountants. This practical forum will focus on:

 

  • How Trusts in Wills can protect your clients’ wealth:

– If they are concerned about their spouse remarrying

– If they are concerned about residential care fees

– If they have young children or grandchildren

– If they have children from a previous relationship

– If their beneficiaries may become bankrupt or divorced

– If their beneficiaries are disabled or vulnerable

 

  • Investment Management:

– How to invest – investment product choice

– What investment risk, if any, can be taken

– Pensions, Investments and IHT planning

​​​​​​​- Protection

 

  • Pre-nups and post-nups: 

– Are pre-nuptial agreements legally binding in England & Wales?

– Why get a pre-nuptial agreement and what can be included?

– Are post-nuptial agreements legally binding in England & Wales?

– Why get a post-nuptial agreement and what can be included?

– How effective are trusts in divorce proceedings?

 

The forum will be an excellent opportunity to gain expert opinion on these topics and to network with other local accountants.

 

Timings 

Registration and refreshments will be from 8.30am with the discussion forum commencing at 9.00am. We expect to finish at around 10.30am.

There is no charge to attend.

Details

Date:
March 12
Time:
8:30 am - 10:30 am
Cost:
Free

Organizer

Sophie-Laura Halls
Phone:
01158511258
Email:
Sophie-Laura.Halls@nelsonslaw.co.uk

Venue

Nelsons Solicitors Nottingham
Pennine House, 8 Stanford Street
Nottingham, NG1 7BQ United Kingdom
+ Google Map
Phone:
01158511283
Website:
https://www.nelsonslaw.co.uk/

Please call us on the number below to check event availability.

0115 851 1258
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