Join the Money Guiders NI Network for a clear, practical and compassionate session on later life planning in Northern Ireland.

Overview

The Money Guiders NI Network welcomes the wonderful Professor Sheena Grattan to join us for a session to offer clear, practical and compassionate session on later‑life planning in Northern Ireland. This event is designed to help practitioners understand inheritance tax.

Northern Ireland’s laws around wills, EPA, intestacy and estate administration have several important nuances. During this accessible session, you’ll learn how to spot common mistakes, understand where guidance ends and legal advice begins, and help people avoid unnecessary distress, cost, or confusion.

Whether you’re new to later‑life conversations or ready to strengthen your knowledge further, this session offers grounded, real‑world explanations.

Who is this session for?

Money guidance practitioners in the third, community, and public benefit sectors–if you’re a volunteer or member of staff and talk to people about money in your role, this session is for people like you!

Money guidance practitioners in the third, community and public benefit sectors

Staff and volunteers who support people with conversations about money

Practitioners working in health, housing, social care, community support or wellbeing

Anyone who encounters clients with questions about wills, funerals, estates, POA or planning ahead

Professionals in Northern Ireland who want to feel more confident discussing later‑life topics

What to expect

IHT thresholds and allowances (Nil Rate Band, Residence Nil Rate Band)

Tax-exempt gifts and lifetime giving

Common pitfalls and misunderstandings

Practical case studies relevant to Money Guiders

Signposting and boundaries of advice

Money Guiders Competency Framework

Domain 12: Planning for Later Life

Covering wills, funeral planning, care costs, Power of Attorney, inheritance considerations, and related emotional and financial conversations.

Foundation Skills: Personal Qualities

Foundation Knowledge: D / E / F

Accessibility

We are committed to making this event accessible to everyone. If you have any accessibility requirements, please let us know using the form fields when registering or email us at money.gudiers.community@maps.org.uk

About Money Guiders (https://www.maps.org.uk/money-guiders/)

Money Guiders is a free self-development programme designed to help money guidance practitioners improve their knowledge, skills, and confidence. Provided by the Money and Pensions Service, it's aimed at staff and volunteers working in the third, community and public sectors. With over 20 hours of elearning, hundreds of events on offer and a community of practice at your side, this free programme will help you to help others.

Join the Money Guiders Community

Become part of a UK-wide community of practice. As a member, you’ll receive priority access to learning events, workshops, newsletters, and networking opportunities—all in partnership with the Money and Pensions Service.

👉 Register for the Money Guiders Community (https://forms.office.com/e/WvA3JDKPUV) today!

Description supplied by the event organiser.