In this webinar, we are joined by guest speakers Ian Reidy and Michael Murray of RBC Brewin Dolphin who share their experience supporting clients through the Wards of Court system exit process — highlighting key pitfalls, case insights, and essential planning steps.

Here are the topics that are covered:

Ian Reidy, Senior Financial Planning Manager, discusses:

• Practical experience from recent live cases
• How to navigate the exit process efficiently
• Common pitfalls to avoid
• Key tips for achieving outcomes that satisfy the courts and judiciary
• Estate planning and tax blind spots that often go unnoticed

Michael Murray, Divisional Director and Senior Investment Manager, explores:

• The investment challenges faced when exiting the Wards of Court system
• The impact of medical inflation and long-term care costs
• Mistakes to avoid when structuring and managing post-exit investments

This session equips solicitors with real-world insights from professionals experienced in supporting clients through the Wards of Court exit process. Our guest speakers share practical examples and case learnings, and clear guidance on how to coordinate effectively between the legal process and financial planning.

This episode will qualify for 1 hour of General CPD by e-Learning and will be essential viewing.