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Keep It In The Family

About the event

If you are concerned about your retirement years and want to keep your assets “in the family” please come to this free seminar.

We live in an ageing population where 25% will require care in old age due to illness or disability. Set this against the ever-receding welfare state and you may have to rely on your hard-earned assets to provide you with care. Even if you will not need care, or if you can provide for care out of your investments, your family may end up paying inheritance tax on your estate when you die, or your loved ones end up not being able to help you if you lose your ability to make decisions.

Our solicitors will provide an overview of the law and appropriate solutions.

Speakers

Alastair Liddiard

Partner specialising in Wills, Trusts and Tax Planning, Probate and Powers of Attorney

01992 512779

alastair.liddiard@longmores.law

Alastair helps individuals and families to plan for the future and advises on the administration of estates. He takes a highly personalised approach to help clients define what they need to achieve making sure they have all the options to make the right decisions.  Alastair is recommended by The Legal 500 for his expertise in Personal Tax, Trusts and Probate. He is also a member of The Society of Trust and Estate Practitioners (STEP) and the Law Society’s Private Client Section.

Charles Fraser

Senior Solicitor and Head of Older and Vulnerable Client team

01992 305222

charles.fraser@longmores.law

Charles advises individuals and families about their wills, trusts and inheritance tax planning with an emphasis on elderly and vulnerable clients including Court of Protection applications, continuing healthcare appeals and deferred payment agreements.  He helps his clients to make the right decisions about their estates and inheritance matters by understanding what they are trying to achieve and why.  Charles is a member of STEP, the Law Society Private Client Section, and Solicitors for the Elderly.

Bernard Flanagan

Senior Solicitor specialising in Wills, Trusts, Probate and Powers of Attorney

01992 305232

bernard.flanagan@longmores.law

Bernard has dedicated his legal career to helping individuals and families sort out their wills, personal affairs, trusts, and lasting powers of attorneys. He has experience providing advice about inheritance tax – helping his clients plan for it and minimise it wherever possible so that loved ones can inherit as much wealth as possible.  Bernard is a member of STEP and the Private Client section of the Law Society.

Victoria Wood

Associate Solicitor in the Older and Vulnerable Client team

01992 305244

victoria.wood@longmores.law

Victoria specialises in supporting older and vulnerable clients, managing their financial affairs, and safeguarding their welfare. Whether her client is an elderly person with dementia, or a child with learning difficulties, she takes a carefully tailored approach to provide the support they need.  She also undertakes private client work such as will writing, drafting Lasting Powers of Attorney, probate and estate administration. Victoria is a member of STEP and the Law Society Private Client Section.

Booking

To book your space at this free event please mail booking@longmores.law

Booking is essential so please reserve your place by 28 September.

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