Free Care Fees/Inheritance Tax Planning Seminar

Introduced by Darren Kenny, Associate Partner, St. James’s Place Wealth Management.

Presented by Chris Cahill, Wealth Management Consultant, St. James’s Place Wealth Management.

28th September 2015, 7pm, Lidgett Grove Methodist Church, followed by light refreshments.

During the 45 minute seminar, Chris will be covering:

How to plan your long term care

The care system, and how it works

The benefits that you may be entitled to, and ensuring that you claim them

Responsibilities of relatives, and in particular duties under a Power of Attorney

Your options with regard to your family home and guidance on the 12 week property disregard

The financial choices you have, in relation to paying for care

Inheritance Tax, and how to plan for it

This is a free seminar, but places are limited, so please contact Jo or Darren on 01904 340267 or email to book your place.

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