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Wealth and Estate Planning Conference 2023 (In conjunction with STEP): ROI/NI

Summary

Do you have clients with wealth and estate planning considerations in both Ireland and the UK? If so, this conference is for you. Delivered in conjunction with STEP (Society of Trust and Estate Practitioners), this online morning conference is filled with practical and technical update sessions to ensure that you, as a trusted advisor, can provide your clients with the current best professional advice to protect their wealth and incomes.
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Venue details:  
Webinar, Online, Zoom
Start date & time:  
25 April 2023 09:30
End date & time:  
25 April 2023 13:30
Price:  
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
5.00 Training Tickets accepted
CPD hours:  
4.00
Schedule details Select session for meeting registration
No sessions have been associated with this event.
Speaker details
No speakers have been associated with this event.
Product type:  
CPD course

Format

This course will be delivered via Zoom on 25 April 2023 from 9.30am to 1.30pm. The Zoom link will be emailed to participants the day before the course is due to take place.

Who should attend

This course is suitable for accountants, lawyers, wealth management advisors and other business professionals who are involved in wealth management, trusts and tax advice. This course is for participants from both the Republic of Ireland and the United Kingdom.

Course Overview

  • A Review of the Probate Process: An Accountant's Perspective
  • Taxes and Tax Procedures Arising in Estate Administration
  • Estate Clearance Procedures
  • UK Inheritance Tax Returns and Cross Border Implications
  • Pension Changes following Finance Act, 2022

    • Key Learning outcomes

    Understand and appreciate the key issues affecting wealth and income protection today with a deep dive into Estate Administration and Clearance Procedures.

    Contact us

    If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930
    Category:  
    Practice and business improvement, Tax

    How this relates to your career pathway:
    PC1PC1: Young professional (0-3 years PQE) - Professional & commercial skills
    PC2PC2: Developing (3-10 Years PQE) - Professional & commercial skills
    PC3PC3: Expert (FCA) - Professional & commercial skills
    PC4PC4: Leader (C Suite CEO/CFO) - Professional & commercial skills
    T1T1: Young professional (0-3 years PQE) - Technical skills
    T2T2: Developing (3-10 Years PQE) - Technical skills
    T3T3: Expert (FCA) - Technical skills
    T4T4: Leader (C Suite CEO/CFO) - Technical skills
    People at meeting
    Travel Discounts
      
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