Free Educational Seminars covering Wills, and related documents with investment monitoring
A Will potentially has a very high impact on all the people who expect to benefit when you die. Poorly worded it can easily fail to give things away as you really wanted and may leave HMRC as your biggest beneficiary. What you wanted?
Your personal circumstances change as does the law. What seemed a perfectly good Will 5 years ago may now fail to do what you wanted for your loved ones. And this is a great pity! It’s easy to miss the many legal changes taking place or how to benefit from them.
Why not come and learn what the recent legislative and other changes have been so you can make sure you leave most of your estate to your loved ones and not the government.
Are you worried about how to manage your life when you are unable to- seriously ill, developed dementia etc. Do you know who will manage you? It may not be whom you expected or wanted. Come and learn how to Preserve Your Dignity When You Cannot using Lasting Powers of Attorney and related documents.
Like many people, you have an investment portfolio that you entrust to an IFA to manage. How well has he done this? And was it done in a tax efficient fashion?
We offer a brief review covering these and related points so that next time you see your IFA, you can have a really good discussion on how well he has helped you and has he really earnt his fees?
We run free educational seminars that touch upon the important fundamentals of making a good Will, having the proper documents to preserve your dignity and evaluating your investments in a way that you will remember the key points to go away and reflect upon them.
Most of us understand the importance of a MOT to ensure your car is in good condition. The real value is not in the pass or fail, it is in the advisories to avoid future problems. Have you ever thought of applying this concept to your Legal documents and Investment performance? Ask us how we do this.
All this in 2 hours of your time and the opportunity to talk to Ray Best who is the co -author of Inheritance Tax Simplified.
Please select the time and date that works best for you