EVENTS

ADVISING THE ELDERLY 23rd October 2018
Ibis Styles Hotel, Bickenhill Lane, Birmingham, B40 1PJ

 

A ONE DAY COURSE TO CONFIRM KNOWLEDGE AND INTRODUCE DELEGATES TO ADVISING THE ELDERLY

(SOME EXPERIENCE IN WRITING WILLS IS REQUIRED

 

 


Full Course Details
  • The market for elderly clients

  • Issues affecting elderly clients

  • Care fees – the rules

  • Mitigating Care Fees – through writing a Will

    • Protecting the house

    • Protecting cash and savings

  • Pre paid funeral plans

  • Drafting tips

  • Worked examples including sample Wills

  • Covering your back!!

  • The market for elderly clients

  • Issues affecting elderly clients

  • < >

    Care fees – the rules

  • Mitigating Care Fees – through writing a Will

    • Protecting the house

    • Protecting cash and savings

  • Pre paid funeral plans

  • Drafting tips

  • Worked examples including sample Wills

  • Covering your back!!

  • Please take along your copy of Parker’s Will Precedents


Booking Arrangements

Please book your place by  calling 08456 444261 to pay with a credit/debit card or  paying by bank transfer to

Sort code: 30 64 10 Account No: 37097960

 

Willwriting Academy Ltd Cancellation Policy: For bookings cancelled more than 14 days before the event, a full refund less £25.00 administration fee will be given.  No refunds will otherwise be made.

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