Thursday June 20th, 2024 11:00 am - 12:00 pm In this webinar, Lisa Summerton, Strategic Business Consultant will delve into the crucial role every team member plays in transforming enquiries into transactions and cultivating lifelong client relationships. The session will cover essential topics such as making a great first impression, handling quotes and fee objections, […]
Due to the wide scope of the Trust Register (‘TRS’), this webinar catches not only will trusts and lifetime trusts (eg: of life policies) but also joint ownership of assets like residential property. This session will bring you up to date and will look at the latest position and how things might have changed. The […]
A practical webinar aimed at understanding the principles of mental capacity and how to assess capacity for clients who may lack the capacity to make their own decisions. By the end of these sessions you will be able to: Demonstrate an understanding of the Mental Capacity Act 2005 and the legal framework, including: Definition of […]
These sessions will address some of the challenges within the law when helping clients with dementia with legal services so that you can feel confident in supporting their needs and ensuring you are compliant with your professional obligations. It will dispense some of the popular myths surrounding the illness and consider how we can communicate […]
In this miniseries, you will learn how to draft LPAs that demonstrate real value to your clients. We will seek to overcome some of the common challenges that we face when advising clients about LPAs, so that our client will see us as their trusted advisor, recommend us and instruct us time and time again. […]
Preventing and managing complaints is a critical skill in the legal sector. In this webinar, Lisa Summerton will provide you with the essential strategies for handling complaints effectively. You will learn to differentiate between complaints, circumstances and claims; recognise early warning signs and understand the origins of claims. The session will also cover the importance […]
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