Warminster u3a Monthly Talk: Estate Planning – Abbie Mitchell, Estate Planning Team

Wednesday 24th June, Warminster Civic Centre, 2pm

Join Abbie from the Estate Planning team at The Co-Operative Bank for an informative and accessible talk designed to break down the barriers often associated with traditional legal services. Legal matters can sometimes feel daunting, particularly as we get older, but Abbie and the team are passionate about making important legal topics easier to understand and less intimidating. Covering key issues many of us may face in later life, the talk is delivered in a light-hearted, jargon-free way that audiences have found both enjoyable and highly informative.

Abbie will provide some insight about the following areas:

Protecting your home and savings – For many people, one of the biggest worries as they grow old is being able to give their family a helping hand and make sure that when they die, what they have worked all their life for goes to the people they love the most. Care fees can have a significant effect on this, and we’ll explain how it works and what steps you can take to protect your estate.

Inheritance tax – “Only two things in life are certain… death and taxes”. We can’t help with the former, but when it comes to Inheritance Tax, Abbie can help explain how people can be impacted, and some simple steps to take that may reduce the burden.

‘Sideways disinheritance’ and blended families – Re-marriage of a surviving spouse can inadvertently result in the new husband/wife inheriting everything, whilst the children from the first marriage get nothing. With blended families being commonplace today, it’s never been
more important to take steps to ensure your chosen beneficiaries inherit. Abbie will explain how.

Lasting Powers of Attorney – No one wants to think about what will happen if they become unable to make decisions themselves through illness, an accident or old age. However, thinking about this now and planning ahead will remove the burden from your family and help reduce the stress and cost to your family at a very difficult time.

Abbie will introduce the above issues and explain what steps can be taken to plan for the future.

Entry £4.00 including tea, coffee and biscuits!

Tea, coffee and biscuits will be available from 2pm and the talk will start at 2:45pm

For information about this and other talks, go to: www.warminster.u3asite.uk/events/

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