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13 Nov 2018

Law Society Financial Advice Series: Financial Advice Roadshow - Derry/Londonderry

Details

Date 13 Nov 2018
Time 13:00 - 14:30
Location City Hotel, Derry/Londonderry
Cost £20.00 per person
CPD Points 1.5 Client Care and Practice Management
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Description

The Law Society of Northern Ireland, in conjunction with Law Society (NI) Financial Advice Ltd, is once again delivering a comprehensive series of CPD sessions which will be of benefit to practitioners. To increase accessibility the sessions will take place in a variety of locations and at various different stages of the year.

7. Law Society (NI) Financial Advice Roadshow

This will be a 90 minute session combining “best bits” information from the sessions detailed above that are taking place in Belfast. It will comprise:

· Estate Planning using trusts and other mitigation strategies;

· Income Tax and Capital Gains Tax mitigation strategies;

· Retirement planning strategies;

· The new freedoms for withdrawals from pensions for individuals and their dependants;

· Business Protection for partnerships and limited companies.

To increase accessibility this session will take place in the following locations:

Tuesday 13 November 2018 City Hotel, Derry 1pm – 2.30pm

Wednesday 14 November 2018 Silverbirch Hotel, Omagh 1pm – 2.30pm

Thursday 15 November 2018 Canal Court Hotel, Newry 1pm – 2.30pm

Case studies will be used to highlight opportunities and vulnerabilities.

CPD hours: 1.5 Client Care and Practice Management

8. Investing for vulnerable individuals

Monday 10 December 2018 1pm – 2pm Law Society House, Belfast

This session will cover:

· The roles and responsibilities of Trustees and Attorneys;

· Suitable investment strategies for Personal Injury Trusts;

· Elderly care options, costs and allowances;

· Estate deprivation;

· Treatment of the home if elderly care is required.

Case studies will be used to highlight opportunities and vulnerabilities.

CPD hours: 1 Client Care and Practice Management

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