Essential Financial Planning For Later Life
Join us for an informative session tailored for friends and family of Sage House Dementia Hub in Chichester. This event will guide you through crucial financial planning steps to ensure peace of mind for you and your loved ones. Learn how to navigate the complex landscape of end-of-life financial preparations, from wills to inheritance tax planning.
Key Points:
● Importance of having "the talk" about end-of-life finances with family
● Creating a comprehensive financial factsheet
● Updating or creating a will
● Understanding and planning for inheritance tax
● Setting up a Lasting Power of Attorney (LPA)
● Digital asset management after death
● Life insurance considerations for different age groups
This event aims to provide practical, actionable advice to help attendees prepare for life's final chapter with confidence and clarity. By addressing these often-overlooked aspects of financial planning, we hope to alleviate some of the stress and uncertainty that can accompany end-of-life decisions.
Join us to learn how to protect your legacy and support your loved ones, even after you're gone.
Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James’s Place and along with Trusts are not regulated by the Financial Conduct Authority.
Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy
Cathedral Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.
SJP Approved 05/02/2025