Free Estate Planning Workshop:
How to ensure your money, property & possessions go to the right people
Book Your Place Today
Worried about losing your home to fund future care fees?
Then join us at this free workshop for expert guidance.
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.
Understand your estate planning options
Get clarity on your options so you can make sure you’re protected.
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.
It’s about peace of mind
It’s about knowing that everything’s taken care of.
We’ll take all the confusing legal jargon and put it in simple easy to understand language, while also busting some of those common myths people have, like:
- Signing the house to the kids won’t prevent it from being taken in care fees
- Giving stuff away seven years before death
- And much more…
Whatever you’re looking for help with, our experts will be on hand to make things clear for you.
Workshops are held at our warm and welcoming Stockton Planning Rooms
