Title:- Planning for Later Life
Venue:- Spirit Restaurant, Park Manor, Knutsford Road, Warrington, Cheshire WA4 1DQ
Date:- Thu, November 1, 2018
Timings:- 4:00 PM – 6:00 PM GMT
Details:- In an ever increasingly complicated world planning for later life has become more complex. How do we plan effectively for retirement? How do we access our benefits in the best possible way? How do we protect our money for our loved ones in the future whilst making sure we have the best lives possible? At our expert session held at Spirit in Warrington we will have local partner Alexander Barnes from AJ Barnes Financial Planning and Fellow of the Chartered Institute and Wealth Management Consultant Diane O’Connor on hand to talk through these areas of inter-generational investment planning and field individual questions you may have about your own circumstances or questions about your loved ones
Heather Lally and Jennifer McGuinness from FDR Law will also be on hand and have over 25 years’ experience between them as solicitors specialising in Wills, Trusts and Probate.
Together they will answer some of the most commonly questions asked on this subject matter including:
What happens if you don’t have a Will?
Who can prepare a Will for you?
What does Power of Attorney involve, and when should it be used?
When can a Will be disputed?
Alex, Diane, Heather and Jen will also be on hand to field any questions you may have about your own circumstances.
Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James Place and along with Trusts are not regulated by the Financial Conduct Authority.