Fact sheets
Access key information from subject matter experts with our quick and easy to use fact sheets - and learn more through our CPD content delivered with For Legal.
Supporting Vulnerable Clients
Key facts from Caroline Bielanska, Solicitor, Legal Trainer and Author, looking at the obvious and less obvious forms of vulnerability and identifying lessons learnt from case law around Wills, LPAs and gifts where advisers have failed to recognise and adapt their approach.
Legacy Academy Series
Our new free CPD training series for private client advisers is designed to equip you with the insight and confidence to have values-led discussions with high value clients about charitable legacies.
View the factsheets for each of the below sessions:
Accessible Will writing
Creating an inclusive environment is key to ensuring equality of access
for all clients. By removing communication barriers, you not only make
your services more accessible but also open your firm to a wider range
of potential clients.
Check out the below resources from our CPD session from Amy Wallhead, Partner at Culver Law, and Rebecca Mansell, CEO of British Deaf Association.
Use code 'RAC50' for discounted CPD training
As a campaign supporter, you have access to a 50% discount on For Legal premium plans - helping you to complete your CPD requirement.