Will Planning Webinar 18th March – Why Bother to Plan?

Do you have a Will? Have you thought about inheritance tax planning? Is your money working hard enough?

The answer to these questions is possibly ‘no’, in which case we hope you will be interested in joining us online at 10.30am on Thursday 18th March for an insight into why you need to start thinking longer term for the benefit of you and your family.

Why Bother to Plan?

The webinar has been designed to help you plan effectively for later life and take the stress out of what the future may hold. While that may seem like a long way off at the moment, it comes around quicker than you realise. It also helps to be ready for the unexpected!

The webinar takes place at 10.30am on Thursday 18th March 2021 and will last approximately 1 hour.

We will discuss a case study to look at how much you and your family can benefit if you have a later life plan in place compared to no plan at all:

  • How writing a will can save all the upset and angst that follows losing a loved one dealing with their estate, and provide protection to those you leave behind
  • What measures can be put in place ready for inheritance tax
  • How your money can work smarter now to care for your loved ones later on

There will also be the opportunity to ask questions and have a 121 with us should you wish to.

As well as ourselves, we are delighted to be joined by Richardson Swift, accountants with inheritance tax expertise, and Thatcher + Hallam, who are solicitors specialising in wills and estate planning.

We really hope you can join us for what promises to be an informative hour helping you take that first step in planning for your future. Registration is required – all you need to do is simply click on the link here.

We hope to see you there and please do share with your friends and colleagues.

 

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