Community group talks

Co-op Estate Planning works in local communities around England and Wales to raise awareness of some important issues that affect families every day.

Whilst the message is serious, the delivery is informal and in plain English. Your members can be assured of thought provoking content lasting 30 minutes to an hour, with a Q&A at the end.

We are able to help to provide peace of mind

Protecting your family’s nest egg

For many people, one of the biggest worries as they grow old is being able to give their family a helping hand and make sure that, when they die, what they have worked all their life for goes to the people they love the most. Sadly, as you grow old, you could have to pay for services you once did yourself, such as help with household tasks, getting around and care fees.

These things can soon make a big difference to that nest egg. At Co-op Estate Planning, we can give practical help and advice on how to protect as much of it as possible for future generations.

Inheritance tax

There may be ways of putting a protective arm around your wealth which help to reduce the burden of inheritance tax for future generations. We can help to make sure that you make the most of tax allowances and tax planning opportunities.

Stop ‘sideways disinheritance’

When someone remarries following the death of their spouse, the new husband/wife could be entitled to inherit everything, whilst the children from the first marriage get nothing. Our advice can help protect the family home and savings for future generations, ensuring children and grandchildren receive what you intend.

Lasting Power of Attorney

As we continue to live longer, a growing number of us could suffer from illnesses such as dementia, potentially losing the capacity to look after ourselves. No one wants to think about becoming unable to make decisions through illness, an accident or old age, but doing so now and having a Lasting Power of Attorney in place can remove the burden from your family, reducing stress and cost at what can be a difficult time.

70% of the UK adult population don't have a Will. The 30% that do may think they have done all they can to plan for the future. By its very nature, a Will only takes effect on death – so anything you put in your Will can’t help protect your assets during your lifetime.

At Co-op Estate Planning, our speakers are trained by us to introduce the above issues and explain what steps can be taken to protect against them. There is no charge for our talks.

Community group talks are organised by the team at Co-op Legal Services. To arrange a free talk for your group, simply get in touch by calling us freephone on 0800 110 5221.

“We couldn’t have been more surprised, Chris was amazing! Having a room full of 100 people laughing for an hour is a considerable accomplishment in itself, but to achieve it whilst sharing volumes of extremely useful legal advice, is incredible! He was brilliant in the way he interacted with the audience, using personal examples to highlight key messages and even stayed to the end of the meeting and spent considerable time talking to people on an individual basis.”

Sally Chandler, Chief Executive, Hillingdon Carers