Old age comes to us all, so it’s far better to be prepared for it so that no unwelcome surprises arise after we reach retirement. This is why Sussex and Gatwick-based chartered accountants MHA Carpenter Box and Worthing-based solicitors Bennett Griffin are joining the charity Guild Care in Worthing to hold an event to help you plan for later life.

 

With planning comes the peace of mind knowing that you will be cared for in later life, that your finances are in order and that your estate will be distributed to your loved ones in the way that you would want.

 

The Financial Planning for Later Life event will cover a wide range of topics from some of the legal issues surrounding Wills, Trusts and Powers of Attorney, as well as financial implications such as Inheritance Tax and funding for care fees.

 

Speakers at the event will include Helen Tidball from Guild Care, who will introduce and provide some background to the charity, which runs three care homes and over 30 community services in Worthing. Tania Clapham, Partner at Bennett Griffin, will discuss Wills, Trusts and Powers of Attorney, while Karen Thomas, Associate at MHA Carpenter Box, will provide details on Inheritance Tax. Gill Lynes, Financial Planning Manager with MHA Carpenter Box Wealth Management, will then conclude with an overview of care fees planning, so there should be something for everyone!

 

Attendees will have the opportunity to raise questions at the end of the event which will be held on Tuesday 16 October, between 6pm and 8pm at Guild Care, Methold House, North Street, Worthing.  For more information or to register for the event, please refer to: https://laterlifeplanningoct2018.eventbrite.co.uk/

 

 

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