Webinar: Protecting your estate

How to ensure you mitigate inheritance tax and plan for future care costs

Join us on Thursday 28th May, where Craig Palfrey, our certified financial planner who has been advising clients on their financial planning for over 20 years, will be talking about estate planning, will planning, legal planning, and inheritance tax planning.

If you’re interested in protecting your legacy, this is a webinar you won’t want to miss!

Click below to book

Book Thursday 28th May at 3 pm

Why planning for the future is important

Most people want to ensure there is a legacy for their children and grandchildren.

The thought of your money leaving your family unit because of a future divorce, bankruptcy or separation, is of huge concern to lots of families. They have worked hard for their money and want to see it go to THEIR family only. Planning for unforeseen circumstances like these will ensure your money is left to the right people.

It is said that over 50% of the UK population don’t have a will. Of those that do, 80% of wills are either out of date, incorrect or simply not written correctly. Wills do go out of date because people are unaware of legislation changes, or there have been changes within the family, or circumstances have changed. Over 60% of Wills in the UK need to be amended following the Inheritance Tax Rule changes that became fully embedded in April 2020. That’s why it’s more important than ever to keep your will up to date and plan for the future, so you are able to potentially reduce or mitigate any Inheritance Tax due on your estate.

Protecting your family wealth

If you want to learn more about putting trust solution in place to protect family wealth, join our webinar where we will be talking about how you can plan and get the reassurance you need.

In the webinar, we will cover:

  • Mitigating Inheritance Tax for both you and your children
  • Avoiding Probate fees and delays to the distribution of your estate
  • Ring-fencing your assets from divorce and remarriage claims for you and your future generations
  • Avoiding Court of Protection control and protect your assets from Care Home assessment
  • Protecting your assets from ‘predators and creditors’.

We hope to see you at our next webinar!

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