WILLS/INHERITANCE PLANNING SEMINAR
FREE entry to Seminar
Introduced by Darren Kenny, Associate Partner – St. James’s Place, Wealth Management
Presented by Paul Fox, Senior Business Development Manager – St. James’s Place Wealth Management
Venue: Lidgett Grove Church
Monday 23 May 2016 at 7:00pm, followed by light refreshments
The perils of not having a Will (Intestacy)
With a significant number of individuals in the UK dying without a Will, intestacy is a very real issue that affects many families.
By not having a Will, the distribution of your assets will depend on a number of factors prevailing at the time of your death such as the number of surviving relatives and their relationship to you rather than your wishes.
Due to the way in which the intestacy rules operate, your assets could pass to individuals who you would not have chosen, whilst ignoring those closest to you. For example, if you are in a long term relationship, but have remained unmarried, under the rules of intestacy, your partner will be entitled to nothing.
Equally, if you die without any living relatives or, having made exhaustive enquiries, they cannot be traced, your assets will pass to the Crown – something few of us would have chosen.
In our seminar, we will be covering:
- How to plan for a Will.
- How not having a Will could affect your family.
- How to plan for inheritance tax.
After the seminar there will be time to answer questions, followed by complimentary light refreshments.
The seminar is completely free but spaces are limited
The writing of a Will involves the referral to a service that is separate and distinct to those offered by S. James’s Place. Wills are not regulated by the Financial Conduct Authority.
Book your place by calling Jo or Darren on: