Fiducia Wealth Management

“I am worried about inheritance tax, but I don’t want to give away money now that I may need in future for care fees or other needs. What can I do?”

“Why should I make a Will?”

As a firm that’s proud of our professional and business connections, as well as longstanding client-relations, we have partnered with Goody Burrett LLP to deliver a free webinar focusing on the legal and financial aspects of property planning.

We know that financial security is about family, security and protecting your wealth for future generations and feel sure that this forthcoming informal Q&A session will be of relevance to many of you.

Goody Burrett & Fiducia Wealth Management invite you to an informal Q&A session dedicated to the legal and financial aspects of property and succession planning. Bringing together the expertise of two highly respected and independent advice firms, this informal Q&A clinic will be an opportunity to receive expert and direct answers to your questions relating to complex issues of property and inheritance planning.

  • Where: Online
  • When: Wednesday July 1st @ 10.30 – 12 noon
  • How: Register for FREE

Goody Burrett LLP is a Lexcel accredited law firm with offices in Colchester and Dunmow. The firm offers over 300 years of experience in providing the very best service to their clients, both Commercial and Private.

Questions you can expect to be answered:

  1. I am worried about inheritance tax, but I don’t want to give away money now that I may need in future for care fees or other needs.  What can I do?
  2. Are there any downsides to putting money/ property/ investments into a Trust for my family?
  3. Why should I make a Will?
  4. My partner and I are in a second marriage and both have children from our first marriages. Can we successfully plan our Wills so that everybody is provided for?
  5. Now that I am ready to have my Will written, what other planning could I make sure that I am doing and have considered?

Representing Goody Burrett LLP – Georgina Leighton:

Solicitor, Private Client Department Colchester. Georgina Qualified as a Solicitor in 2010. She joined the Private Client Team in September 2019. Georgina can assist with all aspects of Private Client work including Estate Administration, Powers of Attorney, Deputy Applications and work related to Care Fees and NHS Continuing Care Applications from Decision Support Tool Stage to appeal of the final funding decision.

Representing Fiducia Wealth management – Susie Laws:

Susie joined Fiducia in October 2017 and is a CII Chartered Financial Planner with over 12 years’ experience in the financial services industry and several national professional awards. Susie specialises in pensions and retirement planning, including providing advice regarding defined benefit pension transfers. Susie has a commitment to continuous personal development, enabling her to keep abreast of ever-changing legislation and is passionate about serving her clients’ interests

We hope you will join us. If you know someone who may be interested in this event then please do share this with them using the share icons.

You can register for the event here after which we will email you a link to the webinar:

https://www.eventbrite.co.uk/e/ask-an-expert-qa-clinic-wills-trusts-probate-and-inheritance-tax-tickets-109619986330

Fiducia Wealth Management

If you would like to know more about how we as Financial Advisers can help you with Inheritance Tax visit the Estate Planning section of our website: Estate Planning or send us email at: email@fiduciawealth.co.uk

The information contained in website is for guidance only and does not constitute advice which should be sought before taking any action or inaction. The information is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing. Levels, bases and reliefs from taxation may be subject to change. Accordingly no responsibility can be assumed by Fiducia Wealth Management Limited, or any associated companies or persons, its officers or its employees, for any loss occasioned in connection with the content hereof and any such action or inaction. Professional financial advice is necessary for every case.

Fiducia are an award winning firm of Financial Advisers based in Dedham near Colchester situated in the heart of Constable Country on the Essex Suffolk border. www.fiduciawealth.co.uk

Fiducia Wealth Management Ltd. Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex, CO7 6AD.

Fiducia Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority.. FCA No. 408210