There are financial implications and complications of growing older, not to mention all sorts of pitfalls waiting for the unwary. Whether or not you have planned ahead with your finances, there can be changes of circumstances in your life which mean you need to rethink your plans. Whether it’s uncertainty following bereavement, planning ahead to minimise future tax liabilities, making provision for the potential need for future healthcare liabilities, or passing on assets to the younger generations in your family.
Our speaker will talk about things people who have reached the ‘third age’ may wish to consider in relation to investment, tax saving and planning to assist family members, or financing future care needs. This is an ideal opportunity to ask questions on this important area of our lives.