Free Webinar with Fraser and Fraser

Financial Attorney / Deputies: Managing your Liability

Our guest speaker Daniel Lumb has over 20 years' experience in private client legal services. A former partner of well known legal firms in the Yorkshire region, he established Stonegate Legal Limited in 2014.

​​​​​​​Daniel advises owners and directors of SMEs and landed estates, and is often approached to advise upon complex trust and estate matters including rectification, APR/BPR claims and foreign assets. 

Wednesday, 10 January 2024 | 10:30 AM GMT

About The Webinar

Stonegate is uniquely placed to take fiduciary roles through its Trust Corporation and from Daniel's experience as a member of the Office of the Public Guardian's Panel of Professional Deputies.  

From his experience as a panel deputy acting in cases where the discharged attorney / deputy has defaulted, Daniel will aim to explore the top 5 common pitfalls, steps which can be taken to identify risk in the first instance and methods for rectification.

  • Top 5 common pitfalls

    Benefits, exemptions, investments, securing assets, claims

  • Identification of risk​​​​​​​

  • Rectification​​​​​​​

Webinar Presenters

  • Stuart Haydock

    Webinar Host

  • Daniel Lumb

    Webinar Host

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