Tax, Care and Toy Boys Talk by Coop Estate Planning

In the estate planning team, their focus is on access to legal information and guidance, breaking down the barriers presented by traditional law firms. The law can be a scary subject, but as part of our community plan, they are able to provide a small number of talks to groups like ours, providing insight to some important legal issues many of us will have to face into as we get older. Crucially, they provide this insight in a light-hearted and jargon-free manner, with past audiences commenting just how enjoyable and informative the talk was.

 

I’d like to offer your group the opportunity to become part of this programme, which will provide your members with an entertaining and educational 45-minute talk from an estate planning expert. We’ll ensure we include a Q&A too, and signpost where your members can go to get further guidance should they need it.

 The talk we provide is titled “Tax, Care and Toy Boys” and will provide some insight about the following areas:

 

Protecting your home and savings - For many people, one of the biggest worries as they grow old is being able to give their family a helping hand and make sure that when they die, what they have worked all their life for goes to the people they love the most. Care fees can have a significant effect on this, and we’ll explain how it works and what steps you can take to protect your estate.

 Inheritance tax – “Only two things in life are certain… death and taxes”. We can’t help with the former, but when it comes to Inheritance Tax, we can help explain how people can be impacted, and some simple steps to take that may reduce the burden.

 ‘Sideways disinheritance’ and blended families - Re-marriage of a surviving spouse can inadvertently result in the new husband/wife inheriting everything, whilst the children from the first marriage get nothing. And with blended families being commonplace today, its never been more important to take steps to ensure your chosen beneficiaries inherit. We’ll explain how.

 Lasting Powers of Attorney - No one wants to think about what will happen if they become unable to make decisions themselves through illness, an accident or old age. However, thinking about this now and planning ahead will remove the burden from your family and help reduce the stress and cost to your family at a very difficult time.

 The speaker will introduce the above issues and explain what steps can be taken to plan for the future.

 

For further information about this event please contact:

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