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Seminars Protecting your Assets against Life—and Death Two important seminars in association with Independent Financial Advisors Almery Green to help you manage your financial security, both now and in the future: Monday 19 June 2006 Tackling Inheritance Tax The Chancellor’s 2006 Budget has moved the Inheritance Tax Goalposts Make sure your will is not an own goal – it’s time to come up with a new game plan to tackle the Taxman’s attack on your estate. Your team’s strategy could include: · Reviewing your will · Checking out the ownership status of your home · Setting up trusts · Making tax-efficient gifts · Taking out an insurance-based product to cover the tax cost You may have already put your tactics in place, but winning the Inheritance Tax game has just become more complicated, with a series of changes that appeared in Gordon Brown’s recent budget, particularly affecting trusts. This means that even if you have already put together a strategy for beating IHT, you need to look at it again.
Wednesday 21 June 2006 Preparing for the Unthinkable What if you, or a close family member, can no longer live a normal life? Don’t hide your head in the sand – it really could happen to you, your parent, or even your child. Find out now in case the worst should happen. This is all about “what if”; about getting an understanding now, when there’s no pressure, in readiness for later, when you’ll need all the help you can get. We’ll look at: · Long-term care – who pays, and how you can protect your estate from disappearing under the strain. · Recording your lifetime wishes, and ensuring others stick to them. · How to give financial control to others and feel safe in doing so. · The new Mental Capacity legislation on the horizon affecting enduring powers of attorney, receivership and Court of Protection matters, and therefore what steps you should be taking now in reviewing your current arrangements. For further information or to book your space please contact Victoria Lake on 01603 610911 or email her by clicking here. | ||||||||||||||||||
