We work in local communities around England and Wales to raise awareness of some important issues that affect families every day. Whilst our message is serious, our delivery is informal and delivered in plain English – your members can be assured of half an hour (up to 1 hour if required) of thought provoking content, including a Q and A at the end.
We are able to help to provide peace of mind …
- Protecting your family’s nest egg
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. Sadly, as you grow old, you have to pay for many things that you have once done yourself. And these things, such as help at home, getting around and care fees, can soon make a big difference to that nest egg. We can give practical help and advice on how to protect as much of your wealth as possible for future generations.
- Inheritance tax
There may be ways of putting a protective arm around your wealth which help to reduce the burden of Inheritance Tax for future generations. We can help to make sure that you make the most of tax allowances and tax planning opportunities.
- Stop ‘sideways disinheritance’
Re-marriage of a surviving spouse after the first death of a couple can result in the new husband/wife inheriting everything, whilst the children from the first marriage get nothing. Our advice can help protect the family home and savings for future generations and go to the children and grandchildren.
- Lasting Powers of Attorney
As we continue to live longer, a large number of us will suffer from dementia and lose the capacity to look after ourselves. 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 doing so now and having LPAs in place will remove the burden from your family and help reduce the stress and cost to your family at a very difficult time.
A Will is not enough – 70% of the UK adult population doesn’t have a Will. The 30% that do have a Will often think they have done all they can to plan for the future. By its very nature, a Will only takes effect on death – so anything you put in your Will can’t help protect your assets during your lifetime.
Our speakers are trained by us to introduce the above issues and explain what steps can be taken to protect against them. There is no charge for our talk.
Some feedback we received
“As a small NW London Charity we snapped up the offer of a free presentation and advice session for carers, although had some reservations about the subject matter, ‘Tax, Care and Toy-boys’. Unpaid family carers face many challenges and often have difficult lives and, whilst we use these occasions to provide helpful and relevant information, we were concerned that the tone of the event might be a bit depressing – not everyone wants to spend an hour discussing death, wills and bills for care.
We couldn’t have been more surprised, Chris was amazing! Having a room full of 100 people laughing for an hour is a considerable accomplishment in itself, but to achieve it whilst sharing volumes of extremely useful legal advice, is incredible! He was brilliant in the way he interacted with the audience, using personal examples to highlight key messages and even stayed to the end of the meeting and spent considerable time talking to people on an individual basis.
The event was a great success and the mood over lunch was very positive. We consider that this was largely due to the excellent session that Chris presented on behalf of Co-op Estate Planning. We wouldn’t hesitate to recommend him to anyone hosting a public event and needing a good keynote speaker.”
Sally Chandler, Chief Executive, Hillingdon Carers
Based on 428 reviews.
See some of the reviews here.
“A friendly down to earth company that puts you the client first”
Mr Keightley & Mrs Doddsk
“Clear, efficient advice in a considerate way. Very helpful and exactly the advice and knowledge I was looking for”
Mr N. Dewbury