bto solicitors - Corporate & Commercial Business Lawyers Glasgow Edinburgh Scotland

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    "Consistently high-quality work and client-friendly approach." Chambers UK

Later Life Planning

Damien Paterson, Managing Director, Paterson Financial Planning will cover: Later Life Advice, Pensions and Investment. Ross Brown, Partner, BTO Solicitors LLP will cover: Later Life Advice and Wills and succession.

Date: Wednesday, 17 April 2019

Time: 12:00 - 15:00

Location: Hayston Golf Club Campsie Road, Kirkintilloch Glasgow G66 1RN

Speakers:

Damien Paterson, Managing Director, Paterson Financial Planning Ltd
Ross Brown, Partner, BTO Solicitors LLP


Audience:



Programme:

12:00 - 12:30:  Buffet Lunch

12:30 - 15:00:  Seminar + Q&A


Fee:

Free of charge

Description:

Damien Paterson, Managing Director, Paterson Financial Planning will:

Later Life Advice

  • Consider how financial priorities change in later life, providing information on the advice areas most commonly associated with clients in retirement
  • Dispel myths around long term care fees, the assets taken into consideration for self-funding care costs and the impact on the family home when going into full term care
  • Highlight the advantages and disadvantages of lifetime mortgages, when they might be suitable and how they can be complementary to financial plans

 
Pensions

  • Examine your pension options, whether you are planning for, or are already in, retirement
  • Explore different retirement income solutions

 
Investment

  • Market update and outlook
  • Investigate solutions to safeguard your money from inflation / low interest rate

 

Ross Brown, Partner, BTO’s Wills, Estates & Succession Planning team will:

Later life advice

  • Discuss the importance of making sure you have a Power of Attorney in place which is fit for purpose
  • Consider whether you should think about putting a Lifetime Will / Advanced Directive in place
  • Highlight the pros and cons of giving away your home to your children or to a Trust for care home planning purposes

 
Wills and succession

  • Discuss the importance of making sure your Will is up to date and continues to reflect your wishes
  • Consider how your Will can be used for asset protection and care home planning purposes
  • Explore how you can use your Will for tax planning purposes

 
Tax planning

  • Provide an overview of the Inheritance Tax rules and recent changes to the law
  • Examine the exemptions which may be available to you and the action you can take during lifetime to mitigate the tax bill
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Contact BTO

Glasgow

  • 48 St. Vincent Street
  • Glasgow
  • G2 5HS
  • T:+44 (0)141 221 8012
  • F:+44 (0)141 221 7803

Edinburgh

  • One Edinburgh Quay
  • Edinburgh
  • EH3 9QG
  • T:+44 (0)131 222 2939
  • F:+44 (0)131 222 2949

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