Planning for the over 60's

This year has undoubtedly been very challenging for our economy. Whilst there may be green shoots starting to appear, the consequences of the downturn in the market are a major concern to thousands of people when it comes to their retirement planning. In addition, future lifetime financial burdens such as Lomg Term Care fees are also a concern from a funding perspective and when it comes to trying to keep your estate intact for your children.

On Wednesday the 30th September 2009 at Stourbridge Rugby Football Club, in conjunction with Wall, James & Davies Solicitors, we'll be hosting a seminar that will provide clear and independent advice on issues affecting the over 60's.

Topics covered include:

• Making the best use of your IHT nil rate band allowance
• Using Trusts to maintain your income, preserving your estate, and planning for care fees in the future
• The use of Wills for advanced Inheritance Tax and Long Term Care planning
• Equity Release schemes, their pitfalls, benefits and implications for your estate
• The advantages of setting up a Lasting Power of Attorney, and the difficulties that can arise when one is not in place
• Maximising your income for your retirement, and planning for the future

There will be three chances to catch the seminar throughout the day consisting of easy to understand presentations, Q & A sessions and a chance to have a private discussion with one of the advisers on the day.

The hour long presentations will take place at 11am, 3pm and 7pm. You are welcome to book a place for you and a friend, family member or colleague. Refreshments will be served after the seminars, giving you the chance to discuss any issues with our experts.

To out more information or book your place click here>