The Co-op Estate Planning Team work in local communities around England and Wales to raise awareness of some important issues that affect families every day. Whilst their message is serious, the delivery is informal and delivered in plain English – you can be assured of  of thought provoking content, including a Q and A at the end.

Subject Included:-

  • Protecting your family’s nest egg

    For many people, one of the biggest worries as they grow old is being able to give their family a helping hand and make sure that when they die, what they have worked all their life for goes to the people they love the most. Sadly, as you grow old, you have to pay for many things that you have once done yourself. And these things, such as help at home, getting around and care fees, can soon make a big difference to that nest egg. We can give practical help and advice on how to protect as much of your wealth as possible for future generations.

  • Inheritance tax

    There may be ways of putting a protective arm around your wealth which help to reduce the burden of Inheritance Tax for future generations. We can help to make sure that you make the most of tax allowances and tax planning opportunities.

  • Stop ‘sideways disinheritance’

    Re-marriage of a surviving spouse after the first death of a couple can result in the new husband/wife inheriting everything, whilst the children from the first marriage get nothing. Our advice can help protect the family home and savings for future generations and go to the children and grandchildren.

  • Lasting Powers of Attorney

    As we continue to live longer, a large number of us will suffer from dementia and lose the capacity to look after ourselves. No one wants to think about what will happen if they become unable to make decisions themselves through illness, an accident or old age. However doing so now and having LPAs in place will remove the burden from your family and help reduce the stress and cost to your family at a very difficult time.

This workshop is FREE to all carers in Merton. but we do ask for a donation of £1.50 to help cover the cost of our refreshments.

For more information please call Debbie on 0208 646 7515

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Ticket Quantity Price
Tax Care and Toyboys 11th February 2020

Tax Care and Toyboys 11th February 2020

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