Top 10 Tips for Retirement and Beyond
Top Tips for Retirement and Beyond
By Wilkin Chapman LLP | Event Date: 30 Nov 2017
Join Wilkin Chapman solicitors at a free seminar in Beverley on how to properly prepare for the future.
Our experts will advise on why you should make a Lasting Power of Attorney now rather than leaving it, and why putting your assets into trusts is not necessarily a good idea for care fees.
Are you aware of unregulated providers? We will cover the risks of using an unregulated trust advisor, the pitfalls and downsides. This seminar will help you know what to look for when you're searching for a legal expert so you and those close to you aren't left exposed.
We will also look into:
- Why making a Will is not enough
- Long term care fees
- What happens if you become ill
- Using Trusts to protect your family
- IHT Issues
- Death Benefits
Lesley Archer, Partner, Wilkin Chapman - Lesley is a former winner of the Private Client Lawyer of the Year award at the Yorkshire Law Awards, and specialises in all aspects of estate and succession planning. This includes complex wills and inheritance tax planning and the creation and administration of trusts.
Lucy Butterfint, Senior Solicitor, Wilkin Chapman- Lucy is a fully qualified member of the Society of Trust and Estate Practitioners (STEP) and is also a member of Solicitors for the Elderly, which is a national organisation whose members are able to demonstrate expertise in elderly client issues.
Andy Collinson, Senior Financial Planner, Informed Financial Planning- Andy's prime focus has been the pensions arena ranging from advising clients on their options at retirement, general tax, investment and estate planning.
15.00pm - Registration & afternoon tea
15.30pm - Start – speaker 1
16.00pm – Speaker 2
16.30pm – Speaker 3
17.00pm - Close
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