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You can’t take it with you – free wills and financial planning seminar
Writing a will can be scary in more ways than one. You have to face your own mortality, decide what you want to leave to whom, not always an easy process. This FREE wills and financial planning seminar is designed to help you make the right choices.
Plus, without a will, there’s one beneficiary who will definitely benefit from all your years of hard work and it probably won’t be your nearest and dearest, it’ll be the taxman.
To help people understand some of the issues surrounding will writing and inheritance tax planning, Tallents Solicitors, in association with independent financial advisers, Cockburn Lucas, are jointly hosting a free seminar at 10am in the Minster Suite at the Saracen’s Head Hotel in Southwell on Thursday 20th October.
Speaking on behalf of Tallents will be Ann Farnill, a wills, trust and probate specialist with more than 13 years’ experience in private client matters. Ann says,
“Every person will be in a different situation when it comes to drawing up a will. Deciding how to divide up your estate can be a very sobering experience and it is often clouded by emotions running high as well, so this seminar aims to cover key topics that everyone should consider at the outset, such as inheritance tax planning, how second marriages may affect your will, providing for disabled beneficiaries, leaving monies to charities, Lasting Powers of Attorney and long-term care planning.”
Joining Ann will be David Ryan, an Associate Director of Cockburn Lucas, with over 20 years experience in providing investment and tax planning advice to his clients. He says,
“When it comes to retirement planning everyone wants to build their pre- and post-retirement income up to help provide the most comfort possible in old age. But many people forget to plan ahead for their own long-term care, or be aware of the tax implications surrounding Inheritance Tax.
“Cockburn Lucas has been providing independent, impartial and trustworthy financial advice for many years to help clients plan for their retirement securely. After all, no-one wants to leave their hard-earned cash to the taxman!”
Both experts will be on hand to answer attendee’s questions during the morning event. The seminar is completely free to attend but spaces are limited, so attendees are encouraged to reserve a space by calling Tallents on 01636 813411 or Cockburn Lucas on 0115 981 9529.
For more information, contact Tallents on 01636 813411
Tallents Solicitors, 2 Westgate, Southwell
Or follow Tallents on Facebook https://www.facebook.com/
ABOUT THE SEMINAR
Learn more about the seminar visit http://www.tallents.co.uk/
What: FREE wills and financial planning seminar
When: Thursday 10th October 2011
Time: 10am – 12pm
Established in 1774 and with offices in Newark, Mansfield and Southwell, Tallents Solicitors services the legal needs of private individuals, company and commercial clients and farmers in North Nottinghamshire and Lincolnshire.
We still offer a personal service to our clients and our size and structure ensures that partners are never remote from our clients. We provide a full range of legal services and our expertise covers all areas of law including:
Agricultural law, criminal law, commercial and domestic property transactions, inheritance tax planning, trust and estate administration, wills and probate, commercial and general litigation, employment law, company and commercial law, intellectual property, matrimonial and family law, personal injury claims and children issues.
In 2009, Tallents celebrated 235 years, having served more than nine generations of North Nottinghamshire and Lincolnshire people. This makes Tallents one of the oldest law firms in the county and possibly the UK.
ABOUT COCKBURN LUCAS
Cockburn Lucas was established in 1997 to provide reliable and trustworthy independent financial advice to private clients, companies and family trusts based within the East Midlands region.
• Bespoke solutions - A modern and transparent approach to delivery of financial services.
• Dedicated client services team - Supporting all aspects of your financial planning and treating you as an individual.
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