Synergy 2022 Conference Ticket - 28th September
£116.66 + VAT
The Synergy Conference is a one-day event taking place at Prested Hall, near Colchester on 28th September 2022.
Designed for private client professionals, you have the opportunity to update your knowledge from leading industry speakers, develop your CPD and network with like-minded professionals.
The Synergy Conference brings together leading industry experts to offer a days programme of quality content for private client law practitioners.
A full days programme, with breaks and lunch provided will offer you the opportunity to listen to relevant, current topics, with CPD available, and also give you the chance to discuss issues with like-minded individuals attending.
We will also be running a live case study throughout the day to add context to each topic and be finishing with a round table discussion.
Spaces are limited so reserve your space now.
Event Overview
| 9am-9.30am | Welcome | Registration and Coffee |
| 9.30am-9.45am | Introduction | Darren Leggett |
| 9.45am-10.30am | Session One | Client engagement – retainer, risks and rules – Gill Steel |
| 10.30am-11.30am | Session Two | Wills & LPAs – Gill Steel and Arken |
| 11.30am-11.45am | COFFEE & TEA | |
| 11.45am-12.30pm | Session Three | Pensions/Life Assurance/ Investment – Beaufort Financial |
| 12.30pm-12.50pm | Session Four | Digital assets – Gill Steel |
| 12.50pm-1pm | Session Five | Brompton Fountain – charity |
| 1pm-2.15pm | LUNCH | |
| 2.15pm-2.40pm | Session Six | Intestacy – Fraser & Fraser |
| 2.40pm-3.05pm | Session Seven | Funding issues – Tower Street Finance |
| 3.05pm-3.45pm | Session Eight | Inheritance (Provision for Family & Dependents) Act claim – Martin Holdsworth IDR |
| 3.45pm-4.30pm | Session Nine | Probate and ancillary matters – Darren Leggett PLG and Ben Furlong of Estatesearch |
| 4.30pm-5pm | Session Ten | Round table discussion |
| 5pm | CLOSE | Drinks in bar |
Venue
Prested Hall
Feering Hill
Colchester
Essex CO5 9EE
Arrival time is 9am where you will be greeted with refreshments, with the conference starting at 9.30am. Lunch is provided, and once the conference concludes you are invited to join us for a drink at the bar to mingle with other attendees and familiar faces.
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