CBW’s Probate, Executor and Trustee Services Launch Event

17:30 - 18:30

We would be delighted for you to join us to mark the launch of CBW’s Probate and Professional Executor/Trustee Services.

Come along to the CBW office to hear more about how our team of Licensed Probate Practitioners can support you and your family.

We’d also love for you to stay for some fizz, canapés and to catch up with the CBW team afterwards.

Our seminar will cover the following:

  • What is the process of obtaining Probate?
  • The importance of having a valid Will and making sure it’s regularly updated
  • Tax planning in your lifetime and/or using your Will – including Charitable Gifting, Investments and  Trusts
  • Why it’s critical that you choose the right Executors or Trustees
  • CBW’s Probate and Professional Executor Service
  • Q&A and the opportunity to speak with the Trusts, Estates and Probate team

If you are unable to attend our seminar, and would prefer a one to one with a member of the Trusts, Estates and Probate team, then please email justine.buckman@cbw.co.uk

This seminar will be led by:

Michaela Lamb, CBW Tax Partner 

Chris Clayton, Partner and Managing Director of CBW Financial Planning

To attend, please fill in the form below.