PW & Partner Directors Shonagh Livingstone and Martha Martindale were elated to be invited by The Law Society of Scotland (LSS) to host a webinar for their delegates as part of The LSS Continuing Professional Development training programme.
Presenting the live streaming event, Shonagh and Martha emphasised the importance of collaboration between Solicitors and Financial Advisers, outlining the advantages this partnership brings and how it improves our clients’ outcomes.
Working together, these two professional services provide outstanding legal and financial guidance, ultimately safeguarding your best interests.
Topics covered included: Available Allowances, Inheritance Tax (IHT), Trusts & Beneficiaries, Divorce and Separation, Pension Planning, Long Term Care Planning, and Pension Contributions for Limited Companies.
Martha remarked, “The webinar was very well-received, and I truly appreciated the insightful interactions with the LSS delegates during the Q&A session, particularly their enthusiasm for Later Life Planning, which aligns with my expertise in this field.”
Shonagh, who previously participated as an event panellist for The LSS, added, “We’re delighted to continue receiving such positive feedback from the webinar and to expand our professional network of trusted providers. Our case studies and holistic approach have clearly resonated, showcasing how we can collaborate effectively to benefit our clients.”
The LSS has over 10,000 delegates, and PW & Partners’ webinar will remain accessible to them as part of their CPD training. We are delighted to be recognised as a resource on this important subject for LSS members.
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The value of an investment with St. James’s Place may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Will writing involves the referral to a service that is separate and distinct to those offered by PW & Partners and St. James’s Place.