Free Estate Planning Workshop

How to ensure your money, property & possessions go to the right people

Limited Places – Book Yours Today

Location: Joslin Rhodes, The Planning Rooms, Wellington Court, Preston Farm, Stockton on Tees, TS18 3TA

Worried about losing your home to fund future care fees?

Want to keep your legacy for loved ones, not the Local Authority?

Get expert estate planning advice at this free workshop

From Wills to Lasting Power of Attorney, Inheritance Tax to Care fees Planning, this workshop covers everything you need to know.

Make sure your money, property and possessions go to the right people and aren’t lost through lack of planning.

Our expert team will be on hand to answer your questions and if you’d like more guidance specific to your circumstances, you’ll be able to book a free personal consultation.

couple considering pension and retirement options
pension advice & retirement planning

Estate planning In the UK, or Protect as we call it, is all about protecting your financial planning, so you know your assets and family are protected when you’re no longer here. It could include things like:

  • Wills
  • Trusts
  • Lasting Power of Attorney
  • Care fees planning
  • Inheritance tax planning

You tell us all the ways you’d like to protect your assets and we’ll structure your Will, so your final wishes have the legal status to be carried out in the way you want.

Limited Places – Book Yours Today

Location: Joslin Rhodes, The Planning Rooms, Wellington Court, Preston Farm, Stockton on Tees, TS18 3TA