When private client matters start turning contentious, do you know what red flags to look out for and what strategy to adopt to avoid getting caught in the cross-fire? This webinar is designed specifically for private client advisers, where we delve into the common pitfalls in private client disputes and key considerations when faced with a dispute.
Our team of private client and dispute resolution and risk experts will cover critical topics including:
- conflicts of interest and maintaining neutrality;
- duties as witnesses to the will drafting;
- tax advice pitfalls and penalties;
- tactics to minimise the possibility of claims against the professionals; and
- general practical private wealth disputes tips.
This session is designed to equip you with the knowledge to spot complex risks and understand when to seek specialist input to provide clients with the right advice.
This session is free. Please add to your basket and complete the checkout process to register.
