Private wealth webinar: How to protect your clients' interests

When Barry's wife, Christabel, passed away, he became a trustee of her £15 million estate, as well a beneficiary alongside his beloved daughter, Davina. Soon after Christabel’s death, Barry found love once more when reunited with his childhood sweetheart, Averil, whom he is about to marry. Averil's twin sons, Everett and Emmett, two ambitious businessmen, have recommended that Barry and Averil visit Howes Percival to discuss creating a joint Will ahead of their upcoming nuptials. On the surface, all seems well and they are looking forward to becoming one big, happy family. However, not everything is as it seems...

Join Howes Percival's Private Wealth experts as they ‘scratch the surface’ of what seems to be a straightforward family arrangement. Discover with us the various issues that are uncovered and solutions offered, some of which could potentially generate significant tax savings.

Event details

Date: Tuesday 11 October 2022

Time: 9.30am-11.00am

Location: Zoom

RSVP: Please register to receive your personal link.

For more information or questions about this webinar, please contact [javascript protected email address].