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The Risks of Gifting – Who is Your Client?

£25 plus VAT

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Details
Date: Wednesday 26th February 2025
Speaker(s): Michael Culver
CPD Time: 1 Hour
Duration: 1 Hour
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This talk will provide an examination of the law surrounding gifts and your obligations as professional advisors. It is designed to help practitioners avoid negligence claims and protect clients. The talk will give guidance so you are better equipped to advise clients in relation to estate planning and gifts.

  • Who is your client?
  • Establishing the motive behind the gift
  • Risks of gifting including bankruptcy, divorce, fall out
  • Challenges to gifts – undue influence and capacity
  • Gifts by Deputies and Attorneys

Michael Culver, Managing Director – Culver Law Ltd

£25.00 + VAT

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