Tax Care & Estate Planning

The Talk covers Estate Planning, the speaker will give an advice session around Wills, Lasting Power of Attorney, Inheritance Tax and how people can best protect their nest egg for their loved ones in the future. 

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, it’s 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.