Why ‘bother to plan’ webinar
Our Wills, Probate and Tax Planning team recently took part in a webinar to help people understand the benefits of planning early for later life. The webinar was organised in partnership with Hart Greaves, independent financial advisers, and Richardson Swift, accountants with inheritance tax expertise.
You’re never too young to plan
Very often when we ask clients if they have a will or if they’ve thought about inheritance tax planning their answer is no. Yet there are some simple measures we can put in place, which will help protect our loved ones should the unthinkable happen to us. People often consider that they are ‘too young’ to be thinking about this but it’s really never to early to start planning for the future.
In order to help people understand the benefits of planning for later life, we joined our colleagues at Hart Greaves, and Richardson Swift to offer the webinar.
What did the webinar cover?
The webinar addressed the following:
- The benefits of planning for later life (compared with what might happen without a plan in place)
- How a will can save a great deal of angst for those dealing with a loved ones estate after they die
- How a will can protect those you leave behind
- Measures that can be put in place regarding inheritance tax
- How your money can work smarter now to help care for your loved ones later
- Question and answers, plus opportunity for 1-2-1 if required
Watch the webinar
You can watch a recording of the webinar here:
To find out more about what we offer our clients in terms of Wills, tax planning and other related issues please click here.
