Wills, Powers of Attorney and Trusts Event

Coole Bevis LLP and Carpenter Box Financial Advisers will be discussing the important issues you need to consider so that you can ensure your affairs are in order during your lifetime. This will include considering the legal issues that may impact on the “sandwich generation” who are caring for ageing parents as well as their own children.  You will also have the chance to ask questions.


Date: Wednesday 2nd November

Time: 2 – 3pm

Where: Amelia House, Crescent Road, Worthing, West Sussex BN11 1RL

Topics covered

Many of the important issues you need to consider so that you can ensure your affairs are in order during your lifetime. 

Estate Planning: An overview of your assets and personal circumstances.  Have you done everything you can and put the legal documentation in place to give you peace of mind? Can you do anything during your lifetime to minimise tax on your death?

Wills:  What would happen to your estate and loved ones if you were to die? Do you have Wills in place? If so, when did you last look at them? Are they up to date and as tax efficient as you think? 

LPAs: The significance of having the correct documents in place in the event you are no longer able to live independently.


Emily Wardope

Emily Wardrope

Emily is a Partner in the Private Client Department at Coole Bevis. Emily has experience of advising high net worth individuals in relation to tax planning, particularly with an emphasis on Inheritance Tax.

Claire Carberry

Claire Carberry

Claire is an Associate Solicitor in the Private Client Department with over 20 years post-qualification experience and has worked in some of the largest law firms in the area, joining Coole Bevis at the beginning of 2020.

Ross Baumann

Ross Bauman

Ross joined Carpenter Box Financial Advisers in December 2016. He works alongside the team to create holistic financial plans for both individual and corporate clients across a range of areas including pensions and retirement, investments, protection and tax planning.

Spaces are limited, so don’t hesitate, book your space today.

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