Knowing and Understanding Your Client: Taking Instructions and Client Care - Webinar
£65 + VAT (member) / £130 + VAT (non-member)
This webinar will look at the information needed to understand and advise on the needs of individuals and families. It will look at the background factual information needed, both personal and financial. It will also look at the intangible information like the clients' attitudes and aspirations for themselves and their families. Topics to be covered will include:
assets and liabilities
children, grandchildren, step relations and ancestors?