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Protect Your Family Assets Today – Don’t Leave It To Chance

A Will Is Simply Not Enough

We will discuss the vital importance of having a valid Will and some of the common mistakes that people make including inappropriate storage. However we will also discuss the limitations of a Will, and the options that can give you much greater control to look after those you love.

Have you been putting it off? This is the perfect opportunity to end the procrastination and get practical tips from friendly and experienced experts. We will also explain why everyone needs a Lasting Power of Attorney in case of a brain injury or illness such as dementia.

You will leave our seminar fully aware that it is not worth the risk of having no Will, Lasting Power of Attorney or a plan in place to protect your assets with Trusts where appropriate.

Whether your circumstances are straightforward or complex, our experts can help!

BOOK A FREE SEMINAR WITH OUR EXPERTS

Come and join us to find out all you need to know about the many actions you can take to ensure your assets are protected for your family.

Areas we will cover in the seminar include

How to avoid unnecessary tax!

We all benefit from paying tax but too many people actually overpay the taxman, overburdening themselves and their families. With the right planning in place you can ensure that your family does not lose out. We’ll discuss Inheritance Tax and Capital Gains Tax and how to reduce what is owed. These are all important steps you can take legally, using guidance from HMRC, to pay no more than you need to. What difference can it make? In some cases thousands, in others tens of thousands of pounds. Find out how planning can help you.

Avoid Misdirection Of Assets

This affects so many families but with the right planning strategy in place it is possible to have far greater control. If you are concerned about family assets going to people you would not choose, perhaps in-laws in divorces or to next generation insolvencies that cannot be predicted, come and find out how to minimise the risks. We can discuss things like how to leave assets to children and grandchildren in a way that minimises the risk of disinheritance due to divorce, relationship breakdown or remarriage.

Make Significant Savings On Probate Fees

Proving probate can be expensive but forward planning can avoid much of the hassle. Avoid the ordeals and expense of legal fees.

Care Fees

It is so important in this day and age to understand fully the costs you are liable to pay for care fees should it become relevant in later life. This is particularly important if you have assets worth more than £14,250. Should you require care you could be required to pay £1,000 a week or more, depending on the circumstances. We will discuss how the care system works in detail at the seminar.

How can you avoid unwanted claims on your Estate?

There are many ways of doing this

How can you best protect disabled or vulnerable family members after you die?

The seminar will also cover very important ways to protect family members who require support. This will include Trusts.

We will also cover:

  • How to avoid Court of Protection control
  • How to protect your Estate from bankruptcy
  • Why a Will is not enough to get the best protection
  • Your questions – how will all of this affect you?

What To Expect At The Seminar

Around 90 minutes in duration.

It’s a friendly and informative presentation hosted by experienced experts in Wills and Estate Planning. We’re happy to answer your questions at the end of the session or during the tea and coffee break if you prefer. It is jargon free – we prefer to use real life and hypothetical illustrations to give you a full understand of how these issues will affect you.

Complimentary refreshments and snacks are provided.

Next seminar available 25th April

Location

Holiday Inn Fareham – Solent

Cartwright Drive

Titchfield

PO15 5RJ

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“At Fielding Triggs we offer you a comprehensive service of the highest quality. We fully explain everything to make the process straight forward and easy to understand. We are proud of our expert consultants and the consistently excellent feedback that we receive from our clients.”

Martin Wade - Partner

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