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3rd September 2015

Furley Page seminar offers top tips on protecting your financial assets

Keen to protect your hard-earned financial assets for future generations? Leading Kent law firm Furley Page is offering up-to-date advice on how to preserve your estate at a special seminar this autumn.

The seminar, which is open to everyone, is being held in The Marlowe Studio at Canterbury’s Marlowe Theatre. Legal and financial experts will be providing guidance on estate planning, from Wills and Lasting Powers of Attorney to care fee funding and pensions.

Harvey Barrett, Partner and Head of Furley Page’s Private Client team, says: “Tax and care home fees can have a hugely damaging effect on your estate but we can help you plan in the most tax efficient way and offer tips on all the options available to preserve your wealth for your family.”

Discussions will include the implications for care home fees resulting from the Government’s decision to ‘postpone’ the social care funding until at least 2020; how new pension freedom rules will affect care funding; and how these new rules give self-funders more options to meet care fees and make their capital last longer.

The team will also give advice on how to make sure your Will is followed to the letter, following the recent high-profile case of an estranged daughter being awarded a third of her mother’s estate by the Court of Appeal – despite the fact that her mother’s Will had left everything to charity.

“The much-publicised case of Ilott v Mitson is an example of someone’s freedom to dispose of their estate as they see fit coming under attack and we’ll be discussing how this kind of situation can be prevented,” adds Harvey, who specialises in Wills, estate planning, trusts and tax advice.

“We’ll also be offering tips on how to benefit from £1 million tax free allowance for family homes being passed on. The Government’s commitment to increase the nil band rate for family homes to £1 million was described as ‘promise made – promise delivered’ but there are many catches and traps for the unwary and mistakes will be costly for taxpayers.”

Joining Harvey will be Furley Page colleague Nicola August, Partner and Head of the firm’s Vulnerable Client Team; and Ruth Dolan, a Chartered Financial Planner from Tarvos Wealth Ltd.

Nicola advises families and carers of vulnerable and elderly clients and specialises in care funding and later life matters. She was recently re-appointed to the Panel of Deputies by the Court of Protection for a further 10-year term. She is one of only 68 Deputies in England and the only one based in East Kent and Medway.

Ruth is a member of SOLLA and a Later Life Adviser. She specialises in care funding, later life matters and pensions.

The seminar takes place from 10.30am until 12.30pm on Tuesday 22 September at The Marlowe Theatre, The Friars, Canterbury. The cost is £13 per person, including tea and coffee (£12 for Marlowe Friends).

Places can be booked through The Marlowe Box office on 01227 787787 or online at www.marlowetheatre.com


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