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Essential Financial & Legal Planning in Later Life

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Sidmouth Harbour Hotel & Spa

Manor Road

Sidmouth

EX10 8RU

United Kingdom

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Event description
This seminar will set out some key points you should consider in your financial & legal planning strategy in later life.

About this Event

Financial & Legal Planning in Later Life is usually about achieving two key objectives:

*Ensuring your financial security for the rest of your lifetime, taking into account potential health problems and possible need to fund care.

*Maintaining the value of your estate as far as possible, minimising loss by tax or any other factors, and passing your capital on to your chosen heirs.

A buffet lunch will be provided, please inform us of any special dietary requirements at the time of booking.

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Date and Time

Location

Sidmouth Harbour Hotel & Spa

Manor Road

Sidmouth

EX10 8RU

United Kingdom

View Map

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