Private Client

Individuals and families are becoming increasingly global and can often move from country to country. Whether a result of family/work commitments,retirement or even just a desire for a ‘place in the sun’, parts of families can end up in various corners of the globe. It is therefore becoming even more important for Scottish private client advisers to stay up to date with key international succession issues and indeed ensure you can identify and protect yourself and your firm from any risk factors which may arise when advising clients.

This virtual seminar will include the following areas:

Domicile

Forced heirship

Foreign probate processes

Validity of Wills

The European Succession Regulation

Whether or not a client should have a will in another jurisdiction

While coming at the issue from a Scottish perspective, the session will also include overviews of some other key jurisdictions and with insight from Guest Speakers who are private client solicitors in those jurisdictions.