Samantha Webb Email & Phone Number

In my role as Business Development Support I assist both our CEO and Head of Partnerships of National Accounts by promoting our range of CPD sessions. Below are the titles of the CPD sessions we run. I have also popped the link below where you can find out a little more including the agenda for each one and book which session suits your calendar best. All our sessions are over zoom which cover the following: Wills and Trusts – A guide to End of Life Planning and how effective estate handover ensures continued advice– 75 minsBusiness Relief – Qualifying for Business Relief and Claiming it are two very different things - how to ensure the clients get it right- 40 minsDream home – Unequal deposits, gifted deposits, what happens when you die or if a couple breaks up – 30 minsTrust registration – Are you and your clients prepared for 1st September - We share all the info needed and what best practice looks like 40 mins Please find link below with full details of each CPD session available and to book.https://www.kinherit.co.uk/cpd/Who are we? - Kinherit - Estate Planning Firm. We work with 1000+ other IFA firms and mortgage brokers across most major networks and many DAs. What do we do? - Wills, Trusts and powers of attorney in the main but we also do work around but not limited to: establishing trusts for lifetime gifting, Deeds of Variation and Trusts of Land where financial advisers request our support.Why are people using us? - All advisers here at Kinherit are STEP trained and that is a huge thing in an unregulated market. We also have a unique proposition when it comes to integrating the IFA firm into the planning, thus enabling your firm and the IFA to be there with the next generation. This aids in preventing negative wealth transfer and gives the settlor huge confidence in continuity of advice in what they leave behind. Here is a 5 minute interview on how we do that - https://www.youtube.com/watch?v=maL9jRD3sXgWhat else? We have developed and provide the Kinvault. This is free for life to all your clients who become a client of ours. It is the only tool like it on the market here is a 90 second video on what it is - https://vimeo.com/511628667. Remember this is free software branded to your company so it is another great way we reaffirm your message and the importance of the client adviser relationship.

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