Virtual Activity - Protecting your assets and looking after those who matter

  • Date
  • Time -
  • Location Virtually

Protecting your assets from Inheritance Tax and Social Care Costs and looking after those who matter – Wills and future planning

Join us on 29th June, 11am to find out how you can protect your assets, and ensure what you own goes to those who matter to you. 

This online session led by John Ambrose is aimed at those aged over 40, and/or those with vulnerable adults in their family. In this interactive session you can draw on John’s expertise in inheritance tax, and the costs associated with social care. Hear the latest advice and ask any questions you have on the topic.  

John will discuss:   

  • Protecting your assets from inheritance tax
  • Why a will is not always enough
  • Long term care - the real cost
  • Planning for loss of capacity
  • No will - who will get your assets?     

No knowledge or previous experience is necessary, and those that have attended a similar Virtual Activity session previously are welcome to join again, John will share recent changes and new information.   

Virtual Activity takes place on Zoom. Find out more about how to access the sessions here

Places are limited

If you are interested in this session, please sign up today

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