Dewhurst Torevell and Mills & Reeve deliver private client seminar

January 13th, 2012, by Phil Bennett
Emma Holden

Emma Holden

On Tuesday 7th February Dewhurst Torevell Adviser Emma Holden will be joining Deborah Clark and Alison Bull of law firm Mills & Reeve to deliver a seminar on wealth preservation for private clients.

The seminar is for members of ProManchester and will be of particular interest to those working with private clients.

A case study will be used in the seminar and details of this are below. For more information and details of how to book please visit the ProManchester website here

Case study

Martin and Joan Reeve are a typical family, they own a family business and have two children, David & Lucy.  Lucy lives with her partner and has a child.  David is about to marry his girlfriend Rosie.  David & Lucy are also the beneficiaries of a family trust which was formed on the death of their uncle, Martin’s brother Frank.

This seminar will explore the steps that Martin and Joan can take to protect their family’s wealth for the benefit of their children, grandchildren and future generations.

The seminar will cover:
o wills
o trusts
o dealing with the company shares
o insurance solutions
o pre-marital agreements
o cohabitation agreements

The seminar will also explore the important issue of how to raise these difficult issues with clients.