Public Health Act Funerals Clinic: The Laws of Intestacy
When: 9th May 2023 | 10:30am – 11:30am
Location: Online via Livestorm
Cost: FREE
PHFIS in association with Finders International, is proud to announce a new line-up of events for 2023. The PHA Funerals Clinics is a series of FREE virtual sessions we are hosting throughout the year, designed to discuss and explore topics relevant to roles of PHA Officers and those working in association with Public Health Act Funerals.
PHA Officers often ask “who is entitled to benefit from an estate?”. For our first session of the series, we will be discussing the lines of Intestacy and what that means, who is more entitled, and what happens if Next of Kin do not want to act. The session will also cover Debts, what has to be paid, and what doesn’t if there are minimal funds. We have invited legal expert Alexandra Gordon, the Private Client Partner and Chartered Tax Adviser at Tassells Solicitors, to provide her invaluable insight on the topic.
Dave Lockwood, a previous Deputy who is well versed in the complexities of dealing with the statutory obligation of providing funerals under the Public Health Act, will host this session and will be putting your burning questions to our expert speakers.
We will be joined by…
Alexandra Gordon TEP CTA
Partner in the Private Client Team
Tassells Solicitors
Alexandra is a Partner in the Private Client Team at Tassells Solicitors, where she specializes in inheritance tax planning, Wills, Trusts, and estate planning. She is particularly interested in the contentious aspects of private client work and tax. Alexandra is the President of the Kent Law Society and a Notary Public.
She has won several awards for her work, including the Kent Law Society Junior Lawyer of the Year award and has been ranked as a ‘Next Generation Partner’ by Legal 500 and in band 3 in the Chambers High Net Worth guide. Alexandra has completed the STEP Diploma in Trusts and Estates and the STEP Advanced Certificates in UK Tax for International Clients and Will Preparation, and is also a member of the Chartered Institute of Taxation and an Associate member of ACTAPS.
Sophie Wallace
Chartered Legal Executive
Tassells Solicitors
Sophie is an award-winning junior lawyer with a particular interest in intestate estates. Sophie qualified as Chartered Legal Executive in January 2022 and is a Fellow of the Chartered Institute of Legal Executives (FILEx) and is currently working towards completing her Solicitors Qualifying Examination and qualifying as a member of the Society of Trust and Estate Practitioners (STEP).
Sophie specialises in Private Client Law, including Wills, Trusts and Estates, Probate, and Lasting Power of Attorney and is an Affiliate member of STEP (Society of Trusts and Estates Practitioners).
Our host for this session…
David Lockwood
Senior Business Development Manager
Finders International
Dave is a former Deputy Decision Maker appointed by the Court of Protection in England
and Wales. Dave’s experience comes from working in four diverse local authorities across
London and the South East, dealing with varied services, ongoing legislation changes and
increased workloads with decreasing resources; managing expectations from both the public and internal colleagues.
Not only does Dave have experience of acting as a Deputy under the Court of Protection, he is also well versed in the complexities of dealing with the statutory obligation of providing funerals under the Public Health Act. Dave is also one of the founding members and former chair of APAD (The Association of Public Authority Deputies).
NOTICES
Finders International are CPD members
Member of the CPD Certification Service, Finders International provide accredited training, workshops & events suitable for continuing Professional Development.
View our member profile and our past CPD accredited events via the CPD website here.
This event is Carbon Neutral!
For 2023, Finders have pledged to offset the carbon usage of all our online event activities. To do so, we will be planting 1 tree for each virtual event we host.
You can be rest assured that tuning into this webinar will contribute to your individual and firms goal towards reducing your carbon footprint! Read more about our Carbon Footprint pledge here.
Help us, help you, help others…
If you have watched this event, we would love your feedback! Please click here to leave us feedback on what you thought about this event.
For every feedback form filled, we will donate £1 to our chosen charities for 2023 – Keep Britain Tidy. Read more about our chosen charities here.
If you have any queries regarding this event or are interested in sponsorship, please do not hesitate to contact us at HERE
