Partner Article

Seminar will help future-proof family, home, investments

Lawyers speaking at a free event on the 25th May in Moreton in Marsh, will demystify and explain topical issues such as care fee planning, how to help children or grandchildren to buy their first home, the residence nil rate band, and inheritance tax.

Hosted by law firm Lodders Solicitors and led by its top ranking Private Client team, the seminar will provide guidance in today’s uncertain times.

It will address pressing concerns, as head of the Private Client team Martin Green, explains:

“We’ve designed the seminar programme to answer the questions that our clients ask us.

“The General Election and Brexit are contributors to the shifting landscape,” he comments. “There are also recent Government U-turns, typified by the shelving of plans to increase probate fees.

“The seminar will address these and other topical issues.

“We aim to provide invaluable guidance on how to plan for the futures of loved ones, your home and investments,” he adds.

Topics on the agenda include the Residence Nil Rate Band tax and its impact on homeowners. Care funding and dealing with mental incapacity will also feature.

“With sustained growth in our elderly population alongside the need for their professional care, our Care and Capacity experts will explain how to plan for the future, including lasting Powers of Attorney,” says Martin.

“Sofia Tayton and Jessica Beddows will together describe care funding and dealing with the financial affairs of loved ones in the event of a dementia diagnosis. They will use real-life examples to highlight some of the common pitfalls and misunderstandings in this area.

“A general round-up of the current situation on probate fees, Wills and Trusts, and topical tax points, will ensure everyone attending the seminar leaves armed with up-to-the-minute answers to key questions. They can then take positive steps to protect their own interests and wealth, and those of their family too.”

Lodders Private Client Seminar is at the Manor House Hotel, Moreton in Marsh from 11am to 1pm on Thursday, 25th May, and includes a buffet lunch.

For more information and to reserve places to attend the event, contact Lodders’ Kate Higginson, Tel: 01789 206919, email: kate.higginson@lodders.co.uk.

Lodders is a premier law firm in Warwickshire, Cheltenham, the North Cotswolds, and Gloucestershire. Established for over 230 years, Lodders in particular works with private individuals, business owners, family businesses, landowners, rural communities, real estate and property owners, developers and investors.

The firm has 25 partners, a portfolio of sector and market specific legal teams, over 130 fee earners and support staff across its office network, and has recorded year-on-year growth in recent years. For more information, visit: www.lodders.co.uk

This was posted in Bdaily's Members' News section by Lodders Solicitors LLP .