An introduction to estate planning

Overview of event

Working out how you'd like your assets to be managed and passed on after your death probably isn’t the first thing that most people think about. But it’s an important part of planning for later life.

What this event will cover

• What an estate plan is
• The benefits of a having an estate plan
• What to consider when planning your estate
• What happens to debt once a person dies

You’ll leave the session with a clearer understanding of what estate planning is and where to get started.

Who should attend this event:

Money Guiders who want to better understand what estate planning is and how to support their clients to plan for later life.

Who the speakers are

The event will be delivered by Radha Chauhan from Machins Solicitors https://www.machins.co.uk/

Areas of the competency framework

Planning for Later Life

https://maps.org.uk/en/our-work/money-guiders/competency-framework/technical-domains/12-planning-for-later-life

Accessibility

This session will be delivered in English. Closed captions appear as standard. If you require any accessibility adjustments to access this session, such as receiving a copy of the slidedeck in advance, please contact the session organisers on moneyguidernetwork@qsa.org.uk.

This event is held on Zoom. You will be sent the direct Zoom link 1-5 days before the event. When you first click to join, you will receive a message along the lines of "waiting for the host to let you in".

When you "arrive" in the Zoom meeting, you can choose whether to have your camera on or off. You will be invited to share details about yourself in the chat, which you don't have to do, but some people do as it helps us understand a bit more about who we all are.

We ask all participants to stay on mute/silent unless speaking to the group. This helps us to avoid unncessary background noise that can interfere with your experience of the event.

Keep up to date with the Money Guiders England Network

• Email: moneyguidernetwork@qsa.org.uk
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• LinkedIn page

The Money Guiders Programme

Money Guiders is provided by the Money and Pensions Service. It is a programme which seeks to help money guidance practitioners improve their knowledge, skills and confidence. Everything that the Money Guiders programme offers centres around the Money Guidance Competency Framework - it's there to help you better understand the full breadth and depth of money related issues that fall outside of the regulated financial advice service sector - the things you talk to your customers about.

Before attending the session, you could:

• Try out our money guidance confidence checker, to find out how you feel about the conversations you have with customers about money

• Spend some time considering the challenges you face in your work, specifically when you provide help and guidance to your clients or service users around money issues.

• Consider how you spot potential problems, how you can start conversations about money in a sensitive way and at an appropriate time?

• Think about how you can maintain good boundaries in your role as a money guidance practitioner within your main area of work?