Announcing a free Estate Planning seminar on Thursday 28th March

The countdown is on… Just three weeks to go until we host Essential Estate Planning: Inheritance, Wills & Trusts. This FREE seminar covering the laws and regulations involved in Legacy Planning will be offered to 50 individuals on a first come, first served basis.

You may spot some familiar faces in The Bury Times this week. Keep an eye out for our advertising features placed in today’s paper and appearing over the coming weeks.


What is Essential Estate Planning?


For many individuals, assurance that their assets and wealth will be transferred according to their wishes is crucial.

As you may already know, in the absence of a Will, the Law of Intestacy comes into effect, dividing the estate according to the standard way – and perhaps not in the way the individual or their family would have wished. However, prudent and relevant planning today can help those wanting to protect their hard-earned assets to achieve priceless peace of mind.


Our seminar on 28th March will cover topics such as:


Preventing sideways disinheritance (money/assets diluted or lost due to marriage or divorce)

  • Reducing or avoiding the costs and delays of Estate Administration and Probate

  • Ensuring your loved ones inherit at the right time

  • Reducing the burden of Inheritance Tax.

  • How to establish a Trust in order to ensure that a loved one’s inheritance is not at risk

  • Lasting Powers of Attorney

All attendees will have the opportunity to ask questions and speak directly with Estate Planning experts.



If you would like to attend the seminar please click this link to sign up http://bit.ly/FinancialOptsFreeSeminar, or feel free to contact The Financial Options Group on 0161 764 9944 or email info@financialopts.co.uk to book your place.

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Get in touch 0161 764 9944

Financial Options Group is a trading style of CJP Financial Services Ltd an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Tax Planning, Employee Benefits. Estate Planning, Wills, Trusts, Lasting Powers of Attorney, Buy to let Mortgages and Commercial Mortgages are not regulated by the Financial Conduct Authority, Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.

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