INTRODUCTION

The forthcoming events listed below primarily for the benefit of our members will be taking place over the next few months. Where the public are invited or where restrictions exist with regard to members guests, these will be spelt out on the individual event.

DECEMBER 13th 2024

A member of the Co-op Estate Planning team has been invited to give an entertaining 45-minute jargon-free talk of managing key aspects of financial planning for the future. The topics will include Protecting your Home and Savings, Inheritance Tax, Sideways Disinheritance Tax and Blended Families and Lasting Powers of Attorney. This presentation will include a Q & A session so please come prepared.

DECEMBER 20th 2024

This will be the last Group meeting of 2024.

JANUARY 3rd 2025

This will be our first meeting of 2025 after the welcome Christmas break.