Private Client Sector Group: Role of Executors, Trustees and Attorneys

The Duties and Responsibilities of Executors, Trustees and Attorneys from a Legal, Financial and Compliance Perspective.

This event will cover the top 10 areas for executors, trustees and attorneys to be aware of from a legal, accountancy, financial and compliance perspective and will include inheritance tax, income tax and CGT; trust and estate compliance; investment of trust property; and claims by beneficiaries.

Join the Professional Liverpool Private Client Sector Group to hear about the duties and responsibilities of Executors, Trustees and Attorneys on 2 July. There will be networking time before the presentations with lunch served from 12:30pm.

Hayley Seddon and Alexandra Williams from Brabners will be presenting from a legal perspective.

Read more about Hayley here and more about Alexandra here.

Peter Allen from Investec will provide the financial perspective with Anthony Whittaker from BWM discussing from the compliance point of view.

Read more about Peter here and Anthony here.

This event is kindly sponsored by Brabners, a leading North West firm that provides a range of corporate and commercial services to large and mid-sized corporate companies, SMEs, entrepreneurs, public sector organisations and charities as well as private client advice to business owners and high net worth individuals.

Click here to book on to this event.