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Future practitioner probate workshop

Slides from the workshop are available below

A practitioner’s point of view – a case study

Mike Dyer provides two case studies regarding how to approach the probate market, how to set up the service and the issues encountered.

Regulation – what you need to know

A breakdown of what you need to know when it comes to regulation including: The application process and benefits of obtaining a licence, How to obtain a licence – what does the training consist of?, QAD – preparing for a visit and what to expect.

Probate marketing – top 10 things to know

A step by step guide on how to maximise the effectiveness of promoting your probate service.

Understanding IHT

Understanding how to plan for and calculate IHT for clients and update yourself on the latest regulation.