Events Calendar

Join us and our partners for a series of informative events and business surgeries designed to help you and your business gain knowledge, get support, guidance and advice.

Can't make one of our sessions? Sign up to our newsletter to stay tuned for more events here.

10:00am Mon, 24th January 2022

Lifetime Trust Training (Back to basics)

What is a Lifetime Trust, when should they be used and how does the client benefit? Three important questions relating to 'Asset Protection Trusts' which we will be covering in this training session held by TrustSuite. Join us for an hour on lifetime trusts and recap the key information you need to know including: Agenda: - Advice on why a trust is suitable for a client. - Which taxes need to be considered. - Formalities of a trust, an explanation of the role of a trustee and their duties. - The life cycle of a trust including how to wind up a trust. - Selling of the trust property and purchase of a new one including the trustees responsibilities.

Online
Book

10:00am Mon, 31st January 2022

Online Wills

If you would like to learn more about online Wills and how you could be offering these to your audience in 2022, join this session. During the session we will demonstrate what your online Will solution could look like and how you could use it to build your database, to create leads and to build revenue. If you're not convinced on the idea of offering online legal services, then you should join to hear about what some other online providers have been able to achieve and how they have gone to market with their offering.

Online
Book

10:00am Mon, 7th February 2022

Lifetime Trust Training - The Asset Allocation Trust

Legal tech is helping to transform businesses. During this session we will share how TrustSuite's lifetime trust (The Asset Allocation Trust) enables you to speed up the access to lifetime trusts and to bring down the cost. This is run by our solicitors who will run through how the trust works, the tax position and how to submit your instructions. The TrustSuite team will also run through how to come onboard and start submitting instructions.

Online
Book

10:00am Mon, 21st February 2022

WillSuite for IPW members

A run through of how WillSuite works, an overview of the key features and benefits and a demonstration of how it could be used in your business, especially for members of the Institute of Professional Will Writers

Online
Book

10:00am Mon, 28th February 2022

Building the perfect pipeline

Not utilising the pipeline functionality within WillSuite and want tips to create an effect sales or client journey? During this WillSuite training session, the team will provide guidance and insight into how you could be using the tool. We will then go on to demonstrate how simple it is to create the pipelines and how your clients will benefit.

Online
Book

10:00am Mon, 7th March 2022

Lifetime Trust Training - The Asset Allocation Trust

Legal tech is helping to transform businesses. During this session we will share how TrustSuite's lifetime trust (The Asset Allocation Trust) enables you to speed up the access to lifetime trusts and to bring down the cost. This is run by our solicitors who will run through how the trust works, the tax position and how to submit your instructions. The TrustSuite team will also run through how to come onboard and start submitting instructions.

Online
Book

10:00am Mon, 4th April 2022

Lifetime Trust Training - The Asset Allocation Trust

Legal tech is helping to transform businesses. During this session we will share how TrustSuite's lifetime trust (The Asset Allocation Trust) enables you to speed up the access to lifetime trusts and to bring down the cost. This is run by our solicitors who will run through how the trust works, the tax position and how to submit your instructions. The TrustSuite team will also run through how to come onboard and start submitting instructions.

Online
Book

Past Events

10:00am Mon, 17th January 2022

Avoiding Will Claims

Contentious probate specialist Louise Sackey (nexa law) is going to be hosting a session educating practitioners about some of the steps they should be taking to avoid potential Will claims. As a practitioner who deals exclusively with cases who things have gone south, she will be bringing her experience and examples to the discussion.

Online

10:00am Mon, 10th January 2022

Build your Business in 2022. Practical Tips from WillSuite.

Looking to build your business in 2022? WillSuite's Tom Stansfield will be sharing some tips to help you hit the ground running and build on the success of 2021. Tune in for this hour long session and bring your notepad. We'll be sharing ideas on everything from social media to re-marketing and database segmentation. This isn't one to miss.

Online

10:00am Tue, 4th January 2022

Connect with your Clients - Your NEW client portal

Would you like to be be able to communicate with clients, to request information easily, to remove the need for double data entry and to reduce mistakes? This session is for you. During the session, the WillSuite team will demonstrate how their new integration (Love Legal Connect) means you can run your business more efficiently.

Online

10:00am Mon, 13th December 2021

An introduction to decisions made under the Mental Capacity Act

Gemma Hopper from Nelsons Solicitors and Court of Protection expert will be presenting a session on Mental Capacity and will be covering the following: Mental Capacity Act 2005 – what are the 5 principles? When does someone lack mental capacity? Who makes best interest decisions under s4 of the MCA 2005? Overview of the Court of Protection, Official Solicitor and the Office of the Public Guardian.

Online

10:00am Mon, 6th December 2021

TrustSuite - Training

Legal tech is helping to transform businesses. During this session we will share how TrustSuite enables you to speed up the access to lifetime trusts and to bring down the cost. This session is run by TrustSuite and our solicitors and they explains how the trust operates, what the tax position is, and how you access the service. Following the session, you will be able to gain access to the solution and to begin submitting trust instructions (subject to onboarding).

Online

10:00am Mon, 29th November 2021

Tower Street Finance Talk Probate

Following the success of the first session with Neil Wright from Tower Street Finance, we are hosting another session to highlight how TSF are innovating within the sector and how you can support clients as a result. The session will be filled with interesting case stories and questions are welcome.

Online

We don't accept liability for the advice or information provided by any of the partners during their session.