July 3, 2020

Estate Planning Webinar: Industry Update and Case Study

This post was written by: Jade Gani

Aston Bond Law are proud to partner with K C Wealth Management Senior Practice of St James’s Place Wealth Management to bring you a detailed examination of a case study that highlights the importance of timely Estate planning across both the legal and financial sectors.

Our Head of Private Client, Jade Gani, and Financial Planner at K C Wealth Management Senior Partner Practice of St. James’s Place Wealth Management, Karan Chandreja, have teamed up to provide an industry update and to demonstrate the power of appropriate referrals using a case study based on real life events. The webinar is suitable for professionals across the legal and finance sectors alike, as well as individuals who are (or should be) considering taking Estate planning steps. The Webinar will: identify the financial and legal landscape challenges we currently face; demonstrate what advisors should always keep in mind when taking new instructions; and highlight the most appropriate methods to signpost cross-sector referrals.

Webinar Details: 29 July 2020 at 11:30am via Zoom. Click here to book your place.

Webinar Agenda:-

  1. Introductions to K C Wealth Management & Aston Bond;
  2. Current Financial & Legal Landscape-Challenges Facing Families & Businesses;
  3. Key Estate planning considerations with particular reference to Wills;
  4. Holistic Financial Planning for Successful Retirement & Succession;
  5. Tax planning solutions;
  6. Questions and next steps.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority

If you would like to join the webinar please register your interest here:- Click here to register Details of how to join the webinar will be provided following registration.