A proper Estate Plan can save you thousands of pounds!
Did you know that the value of your home, life insurance, death benefits, savings and bank accounts are all included in your taxable estate? Do you know how will your wealth be distributed without proper planning?
Join us to learn about the most important Estate Planning documents and strategies, such as
- Will
- Power of Attorney
- Trusts
- Inheritance Tax Planning
- Lifetime Gifts
This event has finished. If you would like to learn about the next event please visit our Events page.
All attendees are offered a post-seminar no-obligation consultation with the experts to review any legal documents they have in place and an overall plan. The session is aimed at those who haven’t yet put a proper plan in place and those who have but haven’t reviewed it in a few years.
Date: |
Thursday, 9 November 2023 |
Time: |
10:30 AM |
Format: |
Zoom Webinar |