Later Life Planning Event

We have teamed up with another local New Forest business, our friends Archway Financial Solutions who are based in Ringwood, to give you an overview of all you will need for financial security and peace of mind in later life.

The session is perfect for those who are either starting to consider their retirement, at retirement age or have relatives who would like to find out how to make the most of their assets, pension and property.

We will talk about:

  • Inheritance Tax and how to plan for it, and how you may be able to reduce the amount you pay.
  • Lasting Powers of Attorney & the peace of mind that comes with them, for you and your family.
  • Funding care homes whether for you or your relatives, there are many ways we can help make this difficult process easier and more affordable.
  • Equity Release and whether it’s right for you. Hear how it could give you the financial freedom and peace of mind to enjoy your retirement.

Later life planning is rarely at the top of anyone’s to-do list. It can be daunting and something lots of people don’t like to think about, and we understand that.  Our friendly, approachable experts will spend the morning answering your questions and help find the best possible solutions for you and your loved ones.

There will be complimentary tea, coffee and pastries with the option to stay on for a special offer of a free-flowing prosecco lunch for the exclusive price of £20, in the beautiful surroundings of Burley Manor.

If you would like to book your FREE place to our event, please click on the register button to the left and complete your details along with the delegates attending.