Estate Planning Case Studies – Briefing

Private client estate planning opportunities and best practice guidelines for UK and international clients.

Edwin Coe is delighted to host a breakfast briefing on estate planning case studies at our offices in Lincoln’s Inn, London. As leading legal and tax experts in private client estate planning, we regularly advise and support clients by providing specialist advice and bespoke solutions.

This briefing will outline several case studies based on everyday client situations. The case studies will help you identify some key issues that clients should consider, highlight traps for the unwary and outline some sensible opportunities and best practice guidelines that clients should consider to ensure their estate planning is as tax efficient and wealth protective as it could be.

Detailed agenda to follow shortly.

Who should attend

We are offering this briefing for anyone interested in or with UK and international private clients, who are keen to add value to their clients’ tax and estate planning to ensure effective transfers of wealth within the family, whether during lifetime or beyond.

Speakers

• Alison Broadberry – Head of Private Client
• David Goepel – Head of Charities & Philanthropy and Private Client Partner