Will Writing: Legal and Financial Tips

Event Details

This seminar is aimed at presenting you with some information you need to consider when ‘getting your affairs in order’. The work shop will be delivered by Robert Lewis and Emily Littlehales who are both trustees of NEWCIS.   Robert Lewis of Celtic Financial Planning Ltd is an independent financial adviser. Robert will talk to you through the key points around the following topics: Inheritance Tax Care Fee Planning, Funeral Planning, Equity Release.   Emily Littlehales of Celtic Law Ltd is a qualified solicitor. Emily will talk to you through the key points around the following topics: What to think about when writing a Will, The use of trusts and what they are, Lasting Power of Attorney.   The topics considered go hand in hand when getting your affairs in order and this is an opportunity for you to learn about the key points you need to be thinking about and for you to ask questions of Robert and Emily.  

When?

Thursday 20th August

10AM - 12PM

  Click here to book your place