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BEGIN:VEVENT
UID:452@professionaliverpool.com
DTSTART:20260513T090000Z
DTEND:20260513T160000Z
DTSTAMP:20260408T143831Z
URL:https://professionaliverpool.com/events/2026-private-client-conference
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SUMMARY:2026 Private Client Conference
DESCRIPTION:Join leading experts and fellow professionals for an in‑depth
  exploration of key developments in Private Client law\, designed for lega
 l practitioners\, estate and financial planners\, investment and wealth ma
 nagers\, tax advisors\, and others working in this evolving field.\nWith e
 xpert contributions from Rebecca Roscoe\, Professor Lesley King\, Nina Fer
 ris\, Jac Armstrong and Anthony Whittaker\, the programme explores the lat
 est position on inheritance tax\, emerging financial planning issues such 
 as managing deceased clients’ investment accounts\, and key developments
  in contentious private client work. Delegates will benefit from a paired 
 session offering both a contentious perspective and a direct analytical re
 sponse\, followed by a practical look at trustee accountability and the gr
 owing expectations around modern annual accounts. The conference also prov
 ides essential guidance on avoiding major pitfalls when making internation
 al inheritance payments\, before concluding with an in‑depth examination
  of the Residence Nil Rate Band\, highlighting common technical traps and 
 real‑world scenarios where relief is unexpectedly lost.\n\nThis is an un
 missable update for all private client practitioners seeking to stay infor
 med\, compliant and confident in advising their clients.\n\nIn Partnership
  with:\n\n\n\nEvent Kindly Sponsored by:\n\nCurrency Connect\n\nCurrency C
 onnect works exclusively with the legal sector\, primarily supporting priv
 ate client departments where inheritance payments to overseas beneficiarie
 s are often required. Our service regularly helps law firms save 2–3% co
 mpared to their corporate banking rates\, which can equate to £1\,000s sa
 ved\, ensuring firms are acting in their clients’ best interests and del
 ivering greater value to beneficiaries.\n\nEvelyn Partners\n\nWhether you 
 need retirement and pensions advice\, support with inheritance tax and est
 ate planning\, guidance when selling your business\, would like to invest 
 for children or achieve other goals\, our financial planners at Evelyn Par
 tners can help. Wealth and tax advice for life.\n\nKin Probate\n\nKin Prob
 ate are professional probate genealogists that offer a range of services: 
 (1) Kin: Search – locate a beneficiary/ an administrator/ executor\; (2)
  Kin: Verify – verify a family tree\; &amp\; (3) Probate: Resolution –
  other services. We undertake a free initial assessment on every matter an
 d then provide credible fee options. With local expertise and internationa
 l coverage we have successfully provided unexpected windfalls to beneficia
 ries home and abroad.
ATTACH;FMTTYPE=image/jpeg:https://professionaliverpool.com/wp-content/uplo
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CATEGORIES:Professional Liverpool
LOCATION:Crowne Plaza Liverpool\, Crowne Plaza\, Liverpool\, United Kingdom
GEO:53.407282;-2.997065
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 United Kingdom;X-APPLE-RADIUS=100;X-TITLE=Crowne Plaza Liverpool:geo:53.40
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