Free Event: Planning for Later Life

The legal, financial and tax aspects of planning for your future

A panel of later life specialists from Coole Bevis LLP and Carpenter Box Financial Advisers will discuss the key topics that you need to consider when planning for your future.

Register your free place here

Details

Date: Wednesday 24th May 2023
Time: 11.00 – 14.00
Venue: Chichester Yacht Club, Chichester Marina, Birdham, PO20 7EJ

Agenda

11.00: Arrival / welcome refreshments
11.30: Panel discussion
12.30: Q&A
13.00: Lunch
14.00: Event finish

Topics covered

  • The importance of making a will and the common myths and scams around wills.
  • Common types of will disputes and practical steps you can take to try to avoid a dispute arising.
  • Powers of Attorney – why make an LPA?
  • Estate planning – what actions should you consider?
  • Later Life financial planning solutions including care fees planning and inheritance tax mitigation.

Speakers

  • Ross Baumann: Financial Planning Manager, Carpenter Box Financial Advisers
  • Gill Lynes: Senior Financial Planning Manager, Carpenter Box Financial Advisers
  • Rita Sen: Executive Partner, Coole Bevis LLP
  • Kelly Mills: Partner, Coole Bevis LLP

 

 

 

 

Latest Articles

Categories

Archives

OUR OFFICES

Brighton

Lanes End House
15 Prince Albert Street
Brighton
BN1 1HY
t. 01273 323231
f. 01273 820350
info@coolebevisllp.com

Horsham

14 Carfax
Horsham
West Sussex
RH12 1DZ
t. 01403 210200
f. 01403 241275
info@coolebevisllp.com

Hove

79 Church Road
Hove
East Sussex
BN3 2BB
t. 01273 722532
f. 01273 326347
info@coolebevisllp.com

Worthing

5 The Steyne
Worthing
West Sussex
BN11 3DT
t. 01903 213511
f. 01903 237053
info@coolebevisllp.com