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The lost legacies - lessons from a solicitor

When & Where

14:15 - 15:00, Monday 2nd July 2018

Track

L

Speakers

Andrew Robertson

Level

Other

Many people have a vague notion that they want to leave a legacy, but often fail to commit, whilst 1 in 4 wills that have been written are defective or of poor quality. In this session you'll hear from a solicitor and learn who you should target, the nudges you can give and the mistakes to avoid, to enable you to grow your legacy income.