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 was designed specifically for private client advisers, where we delved 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 covered 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.
