Join us on Thursday 26th September from 12pm at The Caledonian, Edinburgh to explore the crucial collaboration between legal professionals and financial planners in serving client families effectively.
The aim of this lunch & learn is to provide insight and educate attendees how financial planners and legal professionals can collaborate to service client families in a multi-disciplinary and holistic setting.
At this CPD event, our team will highlight a case study which will cover the following topics:
• Building a legacy
• Philanthropy
• Family Investment Companies
• Trusts Overview
• Business Relief
• Venture Capital Trusts
Handouts, guides and CPD certificates will be available.
Spaces are limited! Register your free place here.
Family Wealth powered by Acumen Financial Planning is a trading style of Acumen Financial Planning authorised and regulated by the Financial Conduct Authority. FCA number 218745.