Seminars

Regular Seminars are offered on ‘Protecting Your Assets’ as well as ‘The Funding of Care Fees and the Importance of Lasting Power of Attorneys’

Protecting Your Assets

Are you approaching retirement or perhaps you have retired? How does it feel?

Are the years ahead viewed with excitement at all those things you have planned to do such as spend more time on your hobbies and pastimes, spending more time with loved ones; perhaps you are looking forward to visiting places further field or are you anxious at whether you will outlive your assets?

Geared to those individuals, either at, or approaching retirement and the issues they face, these seminars will answer your questions on how you could overcome the potential fears you may have.

Covering topics such as

  • Wills;
  • Lasting Power of Attorneys;
  • Trusts;
  • Savings & Investments;
  • Pensions;
  • Inheritance Tax;
  • Long Term Care;
  • Lifetime Mortgages.

The talks are informative yet informal and will give you the opportunity to ask questions specific to your own situation.

The Funding of Care Fees and the Importance of Lasting Power of Attorneys

Are you a Care Provider?

Could you/your residents and/or their families benefit from a complimentary presentation from myself and a Solicitor who specializes in providing community care advice to the elderly?

We are offering these to local Care providers as we have seen all too often the impact of ill prepared planning with regards to both of the above topics and the effects it has not only on the person receiving care and their families, but also on the care provider themselves.

Aimed at those in Care as well as those with family members receiving care, the presentation will provide not only the information that’s needed in order to make informed decisions but may also give attendees the opportunity to gather some basic Financial AND Legal advice, without cost!

The information offered will arm those concerned with the knowledge they need to make the most suitable choices for themselves such as advising them of the relevant allowances they may be eligible for; what to do in order to have in place suitable (and sustainable) means of funding care and potentially reduce the time frame as well as the administration required to organize funding.

This is a win-win situation all round and can mean:

  • The resident is settled quicker
  • The burden, in terms of time as well as financially, on the family is reduced
  • Guaranteed funding is received directly to the care provider thus eliminating concern over future income

To register your interest, please contact us either by calling 01892 570 675 or by using the contact form below.

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