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Discussion Group – Understanding Wills: What Accountants Need to Know to Protect Their Clients - Hosted by Beds, Bucks & Herts Society of Chartered Accountants (An Independent District Society)

Discussion Group – Understanding Wills: What Accountants Need to Know to Protect Their Clients - Hosted by Beds, Bucks & Herts Society of Chartered Accountants (An Independent District Society)

£20.00 + VAT
Available
In Person
East England
Beds, Bucks & Herts
Sep
2
Wed
18:45
-
21:00 BST
Schedule Type Title: Weekdays
Sessions: 1
Session Hours: 1.00
Old Albanians Sports Club
Woollam's Playing fields, 160 Harpenden Road
St. Albans, Hertfordshire AL3 6BB
Book here
  • Description
  • Speaker
  • Travel instructions
  • Cost
  • Terms and conditions & privacy notice
  • Disclaimer

This event is owned and hosted by Beds, Bucks & Herts Society of Chartered Accountants, and as such, your information will be shared with the event owner, as the Data Controller for the facilitation of this event.

For further information on how Beds, Bucks & Herts Society of Chartered Accountants processes your personal data, please refer to its privacy notice.

All event bookings are processed by ICAEW on behalf of Beds, Bucks & Herts Society of Chartered Accountants (BBHSCA)

Date and time Location
02/09/2026 18:45 - 21:00 Old Albanians Sports Club, Woollam's Playing fields, 160 Harpenden Road, St. Albans, Hertfordshire AL3 6BB

Event Information

This session will help you understand what to look out for in clients’ wills, common pitfalls and where professional boundaries lie — equipping you to ask better questions and help protect your clients’ interests.

A meal will be served following the presentation and discussion, at approx. 20:00.

After the presentation, this Chatham House Rule session provides an opportunity to ask questions and share experiences with peers. The event is open to all.

 

CPD hours: ICAEW’s CPD Regulations changed on 1 November 2023. Members and other professionals regulated by ICAEW need to complete a minimum number of CPD hours per year, some of which will need to be verifiable. Attending events like this could contribute towards verifiable CPD, so long as you can demonstrate that the content is relevant to your role.

For more information about the changes to CPD and what is verifiable click on the links

Event enquiries

Should you experience any difficulties booking onto the event, please go to our events support page - how to book. If you need assistance making a booking, please contact the ICAEW Events Information team who will be happy to support with the online booking process on behalf of the Society.

Just click contact us.

Your local event organiser will also be able to assist with any last minute questions

Event Organiser

Kate Binks

[email protected]

Alison Voyce, Partner at Taylor Walton Harpenden

I am a Partner in the Private Client department based in the Harpenden office. I offer specialist advice on a wide range of issues affecting individuals including Wills and Estate planning, Lasting Powers of Attorney, Probate and Trusts.

My particular strength lies in advising high net worth clients on tax-planning and succession issues.

I regularly assist and advise elderly clients in relation to their affairs generally and in particular on the preparation of Lasting Powers of Attorney and their registration. I also act as an attorney for my clients where required.

In addition, I advise on the creation and ongoing administration of Trusts (including tax aspects) and regularly act as a Trustee if required.

Having been in practice specialising in Private Client work for over 30 years, I have an extensive and loyal client base locally, in London and further afield. I often act for different generations of families in dealing with their personal affairs. I also have a significant network of professional referrers with whom I have worked for many years.

I pride myself on developing and maintaining excellent client relationships and providing cost-effective and empathetic advice to a wide range of clients. I always try to go the extra mile for my clients and aim to offer the best possible standards of client care.

I trained and worked for over 10 years with a London firm renowned for the quality of its private client services before moving to Hertfordshire to join Taylor Walton in late 2000. I became a partner in 2003 and have been in the Harpenden office since 2006 when we moved to our current premises in TW House.

I joined Taylor Walton in 2000.

 

 

Travelling to Old Albanian RFC:

The club is near to the M25, M1 and A1M motorways and can be reached within a few minutes from any of these.

The nearest train stations are St Albans City and Harpenden, both of which are on the line into Kings Cross, the club is not walking distance from these stations but there are plenty of taxi or local public transport options from either of these stations.

For more information, click here

Parking at Old Albanian RFC:

Car parks are shown on our pitch plan and observe any signage for areas which are marked as being unsuitable for parking.

Click here to see our parking map

RateCost
Price£20.00 + VAT

PRIVACY NOTICE

This event is owned and hosted by Beds, Bucks & Herts Society of Chartered Accountants, and as such, your information will be shared with the event owner, as the Data Controller for the facilitation of this event.

For further information on how Beds, Bucks & Herts Society of Chartered Accountants processes your personal data, please refer to its privacy notice.

TERMS & CONDITIONS - CANCELLATIONS AND LATE BOOKINGS

Your booking will be made under the terms & conditions of Beds, Bucks & Herts Society of Chartered Accountants.

If you cannot attend you can transfer your place to another individual.

Places can be transferred at any time up to and including the day of the event.

Cancellations received less than 14 days before the event date will not be refunded. All cancellations must be made in writing to the Society and sent to the Society Administrator at [email protected]

If the Society cancels the event, our liability in the event of cancellation is limited to a full refund of the fee.

If we receive your booking less than 7 days before the course, you may not get a copy of the notes on the day.

The Society reserves the right to change the timing of the programme, the speakers, the date or the venue of the courses advertised. The content of individual courses may be subject to variation.

The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.

For further terms and conditions please click here.

This event is managed and provided by volunteers of Beds, Bucks & Herts Society of Chartered Accountants (a District Society) and is not endorsed or recommended by ICAEW.

The Society is an independent organisation which seeks to support and promote the interests of ICAEW Chartered Accountants in the local area. Materials, comments, announcements and other materials issued by the Society, or contained on our website, are the sole responsibility of the Society, or the individual contributor, and do not represent ICAEW's official position unless stated to be so.

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