Inheritance TaxOct 23 2019

How advisers can help executors after the death of a client

  • Understand the probate and estate administration process
  • Identify any relief that could be claimed
  • Learn how to advise beneficiaries on their options
  • Understand the probate and estate administration process
  • Identify any relief that could be claimed
  • Learn how to advise beneficiaries on their options
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Approx.30min
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CPD
Approx.30min
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pfs-logo
cisi-logo
CPD
Approx.30min
How advisers can help executors after the death of a client

When a client passes away, it is not an easy time for anyone involved. But it puts the financial adviser in a unique position to offer invaluable support to the family of the deceased.  

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