News & Upcoming Events

Events

May 19, 2016

The importance of getting your affairs in order now. Come and listen to our qualified Estate Planning Associates.

A free event being held at The White Bear Hotel, Masham.

May 19, 2016

The importance of getting your affairs in order now. Come and listen to our qualified Estate Planning Associates.

A free event being held at The White Bear Hotel, Masham.

May 19, 2016

The importance of getting your affairs in order now. Come and listen to our qualified Estate Planning Associates.

A free event being held at The White Bear Hotel, Masham.

May 18, 2016

The importance of getting your affairs in order now. Come and listen to our qualified Estate Planning Associates.

A free event being held at the Ripon Spa Hotel, Ripon.

May 18, 2016

The importance of getting your affairs in order now. Come and listen to our qualified Estate Planning Associates.

A free event being held at the Ripon Spa Hotel, Ripon.

May 18, 2016

The importance of getting your affairs in order now. Come and listen to our qualified Estate Planning Associates.

A free event being held at the Ripon Spa Hotel, Ripon.

May 16, 2016

The importance of getting your affairs in order now. Come and listen to our qualified Estate Planning Associates.

A free event being held at the Cedar Court Hotel, Harrogate.

May 16, 2016

The importance of getting your affairs in order now. Come and listen to our qualified Estate Planning Associates.

A free event being held at the Cedar Court Hotel, Harrogate.

May 16, 2016

The importance of getting your affairs in order now. Come and listen to our qualified Estate Planning Associates.

A free event being held at the Cedar Court Hotel, Harrogate.

Mar 24, 2015 - Mar 26, 2015

We will:

• Clarify the significant changes to pension rules which come into effect from April 2015.

• Explain the pitfalls and potential restrictions of your current pension plans.

• Explode the myths and show you the most cost effective way of taking your pension benefits.

• Demonstrate the benefits to you in terms of your income and access to capital in retirement.

• Show how your pension can become a valuable estate planning tool for you and your family.

Mar 24, 2015 - Mar 26, 2015

In association with Stonegate Legal:

• Understanding how to plan your affairs in the event of sudden incapacity.

• How to structure your estate and finances to accommodate funding long term care fees in the future.

• What can be done if you or a loved one is funding long term care fees now.

• Discuss which assets are exempt from assessment and what can be claimed from your local authority and the NHS.

• We will explain how to protect the assets of your loved ones should you require long term care.

 

Your financial partners for life...