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Yorkshire Chartered Connections Event

Personal Finance Society

Friday, 14 October 2016 from 08:00 to 10:00 (BST)

Yorkshire Chartered Connections Event

Ticket Information

Type End Quantity
Chartered Financial Planner 26 Oct 2016 Free  

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Event Details

CHARTERED CONNECTIONS EVENT | 14 OCTOBER | YORKSHIRE | IN ASSOCIATION WITH BLACKS SOLICITORS LLP

I am delighted to invite you to the next Chartered Connections breakfast in our region. Our professional partners, Blacks Solicitors LLP, have very kindly extended their support so you are able to bring a guest who is working towards their chartered status. Please join us for:

 

Giving your life away – Legal solutions for the silver generation
Friday 14th October

 

Owning things is an obsession in our culture, if we own it we think we can control it, if we can control it we feel it may give us more pleasure or at least piece if mind. Our breakfast masterclass is a discussion of the legal issues in making provision for the loss of capacity and the transfer of what has been accumulated to future generations.

 

 

After attending this event you will understand:

  • How to correctly draft and execute wills to ensure assets pass to chosen beneficiaries and minimising the potential for a claim against the estate
  • The care fee regime and care fee planning Wills to protect assets from care fees
  • The limits and restrictions on gifts under Lasting Powers of Attorney
  • The benefits of business Lasting Powers of Attorney
  • Health and welfare Lasting Powers of Attorney and the interaction with advance directives


Agenda

8:00 - 8:30 Registration and light breakfast
8:30 - 9:45 Presentation
9:45 - 10:00 Close & questions

Our presenter Nick Rhodes is a solicitor partner at Blacks Solicitors LLP specialising in wills, trusts and estate planning.

Nick Rhodes will be delivering his presentation at his offices: Blacks Solicitors, Hanover House, 22 Clarendon Rd, Leeds LS2 9NZ | Limited car parking at rear of building

I look forward to seeing you there.

Kind regards,

Stephen Wilkinson APFS, Chartered Financial Planner
Chartered Champion
Yorkshire Region


In association with...

 

Nick Rhodes

Solicitor Partner

Direct Dial: 0113 227 9247

Mobile: 07500 862 313

E: NRhodes@lawblacks.com

Do you have questions about Yorkshire Chartered Connections Event? Contact Personal Finance Society

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When & Where


Blacks Solicitors
Hanover House
22 Clarendon Road
LS2 9NZ Leeds
United Kingdom

Friday, 14 October 2016 from 08:00 to 10:00 (BST)


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Organiser

Personal Finance Society

Our mission is to lead the financial planning community towards higher levels of professionalism, exhibited through ethical and behavioural standards, skill and technical knowledge to the ultimate benefit of the profession and the consumer alike.

The Personal Finance Society is a not-for-profit organisation with member-led governance.

Personal Finance Society website

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Yorkshire Chartered Connections Event
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