Bringing financial planning and legal expertise together to explore estate planning, wills and legacy.

Estate planning can feel like a complicated puzzle. You've got pensions, investments, property, tax, Wills, family and your own wishes to consider. It isn't always easy to see how all these pieces fit together.

Join us for an evening exploring the bigger picture of estate planning. And to make sure we cover all the bases you will need, we are bringing together the knowledge from both a financial planner and solicitor.

Our Financial Planner, Sam Bradford, will explore the financial side of estate planning, including how pensions, investments and Inheritance Tax can affect the way you pass your wealth on.

We'll also be joined by Deborah Neiteler, who will share her expertise on Wills, legacy and the legal considerations involved in making sure your wishes are understood and respected.

Together, we'll look through the individual pieces to help you understand how they can fit together as part of a wider plan for the future.

Whether you're starting to think about estate planning and want to understand your options, or reviewing arrangements you've already made, this evening is an opportunity to learn from, as well as speak to both experts in person.

Come along, grab a drink and spend the evening putting the pieces together to get a clearer picture of what estate planning can look like for you.

This event is free and open to everyone.

Doors are open from 5pm, so please do pop in and get yourself some food and drink and get settled. We will then start the talks promptly at 5:30pm, however the door will still be open for anyone who needs to arrive a little later.

Description supplied by the event organiser.