Practical skills for working with clients who are dying’
Whilst we all know that death is guaranteed, when it is imminent for a client and time to prepare and plan is short, a special set of soft skills is required. Sensitivity and tact, but also directness and immediacy are vital as delays cannot be allowed to get into the planning process.
This event is only available to Chartered members.
Following this session, attendees will have a better understanding of:
This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.
Fladgate Solicitors, London
Company: Fladgate Solicitors, London
Helena is a member of both the Society of Trust and Estate Practitioners (STEP) and Solicitors for the Elderly. She writes a unique blog – Wealth Lawyer UK – providing legal insights for wealth managers, with whom she often works closely. Helena’s expertise is highlighted in the Legal 500 and Citywealth. She specialises in structuring and managing family wealth using trusts, companies, powers of attorney and wills, and all aspects of transferring wealth to the next generation, including providing tax advice. She also advises on the administration of trusts and estates and has a particular interest in inheritance tax planning for both UK domiciled and non-UK domiciled clients. Helena advises individuals, families, entrepreneurs, trustees, personal representatives and attorneys and there is often an international element to her work.
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At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.
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We will do our best to accommodate all dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).
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The dress code is business attire.