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With the government restrictions showing no sign of abating, clients are continuing to embrace the world of conducting both business and pleasure via Zoom, Facetime, and Google Meet (other video conferencing facilities are available).

There’s been a lot of talk about the ‘new normal,’ but the more likely it becomes that the way we live now is here to stay for longer, have you thought about what it really means for your business?

Lots of you have been forced to change and adapt the way you take instructions due to the ongoing restrictions, but have you taken time to think about what else you could or need to do if this really is the future of instruction taking as we know it? 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 Vulnerable Client Care Team Leader, Katy Kirkland, 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.


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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