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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.

Options Total: £ 0

Delegate Details

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.

 

prested hall - synergy conference 2022