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As the ‘new normal’ becomes the normal, clients and professionals continue to conduct business via Zoom, Facetime and Google Meet (other video conferencing services are available).

Have you changed the way you run your business over the last 2 years? If someone told you three years ago that you would rarely see a client face to face in 2022, would you have believed them? Have remote meetings opened up a whole new world of possibility and allowed you to conduct more business than you ever did previously?

Lots of you have been forced to change and adapt the way you take instructions due to the changes in the way we all live, but have you taken time to think about the implications to your business? Do you know all the risks involved in virtual instruction taking for yourself and your business, and more importantly, what you can do to mitigate those risks?

Join our Legal Director, Charlotte Ponder TEP LLB (Hons), our Client Care Team Leader, Elizabeth Shimmell, and our In-House Counsel at Countrywide Tax & Trust Corporation Ltd & Director of CTT Law Ltd, Anthony Mbanefo-Harris LLB (Hons), for a review of your instruction taking practices, and ensure that you are following ‘best practice’ in the virtual world.

Agenda:

Risk and future claims against the instruction taker

  • Potential claims that could arise and what you can do to protect yourself
  • Larke v Nugus and a reminder of case law in this area
  • Paperless working and how it can help

Virtual instruction taking

  • Capacity when taking instructions virtually
  • How to know who you are taking instructions from
  • Overcoming client objections to testamentary capacity assessments

How to ID your client

  • What ID is acceptable?
  • How to obtain ID securely
  • What checks are carried out on the ID?

The cost of this course is £61.21 + booking fee and VAT for members, and £80.17 + booking fee and VAT for non-members.

Book your place now!

Our booking system is powered by Eventbrite. To book your place, click on the Register button below.

If you are a member of Countrywide Tax and Trust Corporation Ltd, you are able to access a discounted membership ticket rate.

To purchase a ticket, click on tickets and then click ‘Enter Promo Code’ at the top of the ticket window. Enter your consultant code in the box (e.g. 04ABC please note that this is case sensitive), click apply and you will be able to access the reduced ticket rate.

You will then need to ensure that the non-membership ticket is set to 0 and the membership ticket is set to 1 before proceeding to the checkout.

You will receive an email confirmation straight after you have purchased your ticket, along with an Order Summary and VAT invoice. You will receive 2 reminders before the event which will contain the Zoom link for the course.

Register now

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