Thursday 14th March 2024 at 10:00am
Stuart Price will be presenting our Wills and Trust seminar together with YMCA East Surrey.
Stuart will discuss the reasons why it is essential to have a Will in place, but in many cases it is not enough. An example of this is by leaving a sum of money to a disabled or vulnerable person this could impact their entitlement to means-tested benefits.
To solve this problem, families are shown that they can consider leaving money for a sibling or close family member to ‘look after’ on their behalf and the safe way to do this is through a Trust.
Stuart will explain how loved ones can protect means-tested benefits and have financial security for their child through the different types of Trust options available and as well as a Letter of Wishes.
Areas covered in this seminar are:
Location: Webinar via Zoom
To book please contact YMCA East Surrey on 01737 222859.
Booking: 01737 222859
14th March, 2024 @ 10.00am