Date: Wednesday 29 January 2020
Time:
08:30 - 10:00
Location: TBC
Failing to properly manage commercial contracts exposes your business to significant operational, financial, and reputational risk. Are your processes up to scratch? In this seminar we will provide insight into managing contract risk and the resolution of contractual disputes. We will focus on: the key pitfalls of not having contracts in writing; the inclusion of standard terms and conditions into a contract and what to look out for; how to manage solvency risks, from understanding the warning signs to providing contractual mitigations; and how to avoid disputes and...
Date: Tuesday 18 February 2020
Time:
16:30 - 18:30
Location: Glasgow
Planning effectively for the future requires an open dialogue between a client’s professional advisors. In this seminar we will look at the role played by the will and power of attorney and why these documents are so important in the context of wider financial planning and asset management. We will highlight some of the problem areas so that you can identify possible issues at an early stage when discussing financial strategy with your clients. Learning objectives: Understand what a will is and what it does Understand what a power of attorney is and what it does Understand the...
Date: Wednesday 19 February 2020
Time:
16:30 - 18:30
Location: Aberdeen
Planning effectively for the future requires an open dialogue between a client’s professional advisors. In this seminar we will look at the role played by the will and power of attorney and why these documents are so important in the context of wider financial planning and asset management. We will highlight some of the problem areas so that you can identify possible issues at an early stage when discussing financial strategy with your clients.                                       Learning...
Date: Wednesday 26 February 2020
Time:
16:30 - 18:30
Location: Edinburgh
Planning effectively for the future requires an open dialogue between a client’s professional advisors. In this seminar we will look at the role played by the will and power of attorney and why these documents are so important in the context of wider financial planning and asset management. We will highlight some of the problem areas so that you can identify possible issues at an early stage when discussing financial strategy with your clients. Learning objectives: Understand what a will is and what it does Understand what a power of attorney is and what it does Understand the...
Date: Tuesday 10 March 2020
Time:
16:30 - 18:30
Location: Glasgow
There are lots of different factors that can cause havoc when financial plans are being put in place. Knowing what these are, and how to mitigate their impact, can help ensure the financial plans withstand any destructive forces. This session will look at legal rights, relationship breakdowns and using trusts to assist, rather than hinder, financial plans. Further details to be announced.  
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