LEAP: Modernising your private client service

29th September 2022 at 1:15 pm - Online

This webinar looks at private client practice and whether it’s fit for purpose in today’s changed trading environment. The services lawyers offer to clients for lifetime planning around assets, tax and inheritance plus wills, trusts and probate is a growth area.

With an increased uptake in technology across all age ranges, more complex family structures, increased wealth and new and emerging asset types, traditional approaches to providing private client services may no longer meet the evolving needs of your clients and their estate. In the world of practice development, especially tech and software, private client work has found itself left behind in recent years. LEAP’s Director of Lifetime Planning, Craig Matthews, talks about why and how this can be reversed.