Planning for Later Life event

The legal, financial and tax aspects of planning for your future

A panel of later life specialists from Coole Bevis LLP and Carpenter Box Financial Advisers will discuss the key topics that you need to consider when planning for your future.

Details

Date: Wednesday 24th May 2023
Time: 11.00 – 14.00
Venue: Chichester Yacht Club

Agenda

11.00: Arrival / welcome refreshments
11.30: Panel discussion
12.30: Q&A
13.00: Lunch
14.00: Event finish

Topics covered

  • The importance of making a will and the common myths and scams around wills.
  • Common types of will disputes and practical steps you can take to try to avoid a dispute arising.
  • Powers of Attorney – why make an LPA?
  • Estate planning – what actions should you consider?
  • Later Life financial planning solutions including care fees planning and inheritance tax mitigation.

Speakers

Location

Chichester Yacht Club, Chichester Marina, Birdham PO20 7EJ

The value of investments can fall as well as rise. You may not get back what you invest.

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