Estate Planning Explained
Lynne Gadsden, Chartered Financial Planner, Later Life Accredited Adviser at Grovewood Wealth Management and Senior Partner Practice of St. James’s Place Wealth Management will be discussing how to plan your estate and how inheritance tax works when passing on your wealth.
From what happens if you do not have a will, what power a will has, what to do if you lose mental capacity and the importance of a lasting power of attorney. This session will help you understand how to plan your estate and long term care.
Start the Conversation
Our latest guide is exploring how to start the conversation about future care and life choices. We all understand that these conversations can be difficult to approach. Elaine Murray, Community Ambassador, provides a useful outline of how to talk to a loved one about care.
If you and your family are starting to discuss a loved ones care needs and would like some impartial advice and guidance, you can watch on demand via the button below.
Planning your Care Funding
We know through our experience of helping families up and down the country for over 10 years that the impact the last year is causing great uncertainty to those having to consider arranging care for their loved ones when we are all now facing economic uncertainty.
For many it can be stressful having to weigh up the risks that Care Homes and hourly care provide in the current climate offer against the clear benefits Live-In care provides whilst simultaneously finding the best advice on the funding options available, and understanding the importance of a will and power of attorney. To help provide you with the expert advice needed when it comes to considering care we are hosting a Helping Families make informed Care Funding Decisions Webinar.
