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Top Tips for Retirement & Beyond

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Seminar Suite, East Riding College

Flemingate Centre

Armstrong Way

Beverley

HU17 0GH

United Kingdom

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Join us for a FREE seminar in Beverley on Top Tips for Retirement & Beyond.

This free seminar will look at how to properly plan for the future.

Our experts will advise on why you should make a Lasting Power of Attorney now rather than leaving it till you're older, and why putting your assets into trusts is not necessarily a good idea for care fees.

Are you aware of unregulated providers? They can charge you thousands of pounds for a service, but have no legal qualifications and no ability to carry out the service they have sold to you. 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 caught out.

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
  • Investments

Expert speakers:

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.

Seminar schedule:

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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Date and Time

Location

Seminar Suite, East Riding College

Flemingate Centre

Armstrong Way

Beverley

HU17 0GH

United Kingdom

View Map

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