Pensions, Tax and Probate – Financial Wellbeing Seminar

An afternoon seminar with solicitors and accountants from Woking & Sam Beare Hospice covering wills, LPAs, inheritance tax, charitable giving and probate.

Woking & Sam Beare Hospice and Wellbeing Care, in partnership with Hart Brown Solicitors and Menzies LLP Accountants, presents a financial wellbeing seminar on wills, lasting powers of attorney, inheritance tax, charitable giving and probate. Kerry Dunn (Barrister, Hart Brown Solicitors), Conor McManus (Director, Private Client, Menzies LLP) and Lizzie Bartlett (Hospice Volunteer Ambassador) give short talks offering practical advice on writing a will, protecting lifetime decisions, tax planning and making a lasting memory through giving. The talks are followed by a Q&A with tea and coffee, and attendees are welcome to donate to the charity. Spaces are limited and registration is required; the seminar runs from 2:30pm to 4:30pm.