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Event Date Tue Mar 17 EDT (almost 2 years ago)
Region All

The first webinar will introduce you to the series with an overview of the Later Life Lending Market, looking at the wider market, the products, along with the opportunities and challenges. The content of this series is available to all Financial Advisers, Mortgage Advisers and Later Life Specialists

Focus on the importance of strong and robust legacy planning and for protecting against potential issues that would arise from incapacity. This session will cover the following areas:
• Wills: requirements for valid will, revocation, codicils
• Intestacy
• Duties of executors / administrators
• Joint assets
• Deeds of variation
• Settlement of taxation
• Types of trusts
• Powers of attorney

Who should attend?
This programme is suitable for CeMAP qualified mortgage advisers, CeRER qualified advisers, Independent Financial Advisers, advisers who are new to later life lending, those looking to refresh their knowledge; and those looking to top-up their skill sets in this area.


2020 Speaker

Nick Cunningham
Trainer, London Institute of Banking and Finance

Sponsors & Partners

2020 Sponsor and Partner

• Legal and General

• The London Institute of Banking and Finance