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Casey & Associates
(Member of the Society of Will Writers and Estate Planning Practitioners)
Will Writing ~ Estate Planning ~ Trusts
2 Fircroft Mews, Fircroft Business Centre, Fircroft Way, EDENBRIDGE, Kent TN8 6EN
Tel - 0870 020 3553 Fax - 0845 003 7375
www.caseyandassociates.co.uk
As a response to client feedback we are hosting an event which we are calling the “Later Life Estate Planning
Event”. The event will be of particular benefit to homeowners who are aged 60 or over. Due to expected high
demand, we will have to limit attendance to only those who have registered in advance. Industry experts will be
present to discuss matters most important to you, including:
•
If you have children and no Will, did you know your spouse will not receive all of your estate?
•
If you have a partner and you die without a Will your partner will receive absolutely nothing ~ leaving your
partner to make a claim to the court
•
Wills that include “Life Interest in Property Trusts” to protect the home from “sideways disinheritance”
(where the surviving spouse remarries and the family home is left unwittingly to the “other” spouse). Such
Wills can also be ideal for clients in a second marriage with children from the first marriage.
•
The difference between owning your property as “joint tenants” and “tenants in common”
•
In life trusts that protect the family home (from Long Term Residential Care Fees assessment)
•
Using a trust to take the family home out of the potentially very lengthy probate
(Estate Administration) process
•
Protecting the family home from an estranged child who might consider making a claim against the
provisions in your Will under the Inheritance (Provision for Family and Dependants) Act 1975
•
Planning for Care Fees
•
Interpretation of “Charging for Residential Accommodation Guide” (CRAG)
•
Lease Plans for “buy to let” landlords to reduce Inheritance Tax liability
•
How to reduce or defer Capital Gains Tax
•
Mitigating Inheritance Tax
•
The new pension regulations
•
Discounted Gift Trusts
•
Investments that are free of Inheritance Tax
•
How to obtain a Grant of Probate
•
Estate administration
•
Why a pre-paid funeral plan is more cost effective than a savings plan
•
Deed or Instrument of Variation
•
Lasting Power of Attorney ~ property and financial affairs
•
Lasting Power of Attorney ~ health and welfare
•
Explanation of the detail of pre-paid funeral plans
Please turn over….
Will Writer Limited trading as Casey & Associates
Registered Office: Hearts of Oak House, 4 Pembroke Road, SEVENOAKS, Kent, TN13 1XR
Company Registration Number: England 6623643 VAT Registration Number GB 934 9289 79
99109 Casey lhead_99109 Casey lhead 16/01/2015 13:34 Page 2
Casey & Associates
(Member of the Society of Will Writers and Estate Planning Practitioners)
Will Writing ~ Estate Planning ~ Trusts
2 Fircroft Mews, Fircroft Business Centre, Fircroft Way, EDENBRIDGE, Kent TN8 6EN
Tel - 0870 020 3553 Fax - 0845 003 7375
www.caseyandassociates.co.uk
APPLYING TO ATTEND THE EVENT
If you wish to attend the event it is crucial that you register in advance,
which can be done by one of the following methods:
(1) Visit the “event” page on our website at:
www.caseyandassociates.co.uk/event20150326
(2) Alternatively please complete the tear-off portion of the attached mailer and return it to us in the enclosed
reply-paid envelope. If applicable, please ensure that you include your e-mail address as, for reasons of speed and
efficiency, it is our preferred method of confirming receipt of your application. In the unlikely event that you have
not received your confirmation within seven days of submitting your application, please e-mail us at:
[email protected]
If you are a couple please ensure you both register & attend together
PLEASE REGISTER EARLY TO AVOID DISAPPOINTMENT ESPECIALLY
IF YOU PLAN TO ATTEND A MINI-PRESENTATION
ON THE DAY
On arrival at the Holiday Inn please enter via the main front entrance and follow signs to the “Casey & Associates
Later Life Estate Planning Event” which will be held in the academy area of the hotel. At the Casey & Associates
“check-in” desk please confirm your details to our receptionist. You will then be invited into the event room that
contains five advice stations. Please visit each station and discuss your situation at each station. Ask any
questions you may have. Behind each advice station there will be a private discussion table for those who wish to
have a detailed conversation with an advisor. If you wish to have a conversation with an advisor who is already
engaged there will be seating for you whilst you wait. If you have booked to attend one or more
mini-presentations please advise our receptionist when you check in. You will be advised the location of the
seminar room. Please arrive at the seminar room five minutes before your mini-presentation is due to start.
Once you have visited all the advice stations and, if you chose to, attended one or more mini-presentations, please
“check-out” at the Casey & Associates reception. You will be handed a token which you can exchange in the hotel
foyer area for a tea or coffee with our compliments. This will provide you with an opportunity to relax and
consider the information and advice that you were given during your visit.
At the end of the event your name card will be entered into a draw and ten attendees selected at random will
receive a free basic single Will (or Mirror Wills for a couple).
Please turn over….
Will Writer Limited trading as Casey & Associates
Registered Office: Hearts of Oak House, 4 Pembroke Road, SEVENOAKS, Kent, TN13 1XR
Company Registration Number: England 6623643 VAT Registration Number GB 934 9289 79
Tear here
FREE WILL
Ten attendees selected at random on the day will receive
a free basic single Will (or Mirror Wills for a couple).
Leading industry experts offering free advice under one
FREE EVENT
Thursday 26 March 2015
Casey & Associates
Invites you* to a
roof is a rare opportunity. REGISTER NOW to ensure YOU
benefit. Places are limited.
FREE REFRESHMENTS
After you have discussed your affairs with leading
industry experts, and possibly attended a mini-seminar,
then please relax in the hotel reception area and enjoy
Tear here
tea or coffee with our compliments.
DUE TO EXPECTED DEMAND ONLY
THOSE WHO HAVE REGISTERED IN
ADVANCE WILL BE ADMITTED
LATER LIFE ESTATE
PLANNING EVENT
AT
Holiday Inn, London Road, Wrotham Heath,
SEVENOAKS, TN15 7RS
Opens 9.30am ~ Closes 4.30pm
Please arrive at a time convenient to you
Free advice on Wills, Lasting Powers of Attorney,
Protecting the Family Home in Trust, Inheritance Tax,
Pensions, Care Fees, Trusts, Tax Law, Asset Protection,
Probate, Pre-paid funeral plans.
ALSO
PLEASE BOOK EARLY
ANY QUESTIONS?
Please contact:
Casey & Associates, Fircroft Business Centre,
Edenbridge, TN8 6EN
01732 868190
Tear here
(Casey & Associates will not pass your details on to any other party unless required to do so by Law)
Please state your relationship to First Person (for example spouse):
Second Person email address:
Second Person mobile number:
Landline telephone number (or as First Person):
Address (or as First Person):
Second Person Full Name:
Please return this card in the pre-paid envelope provided.
RARE OPPORTUNITY
who have pre-registered. WE WILL CONFIRM YOUR APPLICATION.
Due to expected demand and to ensure that each attendee has sufficient opportunity to obtain quality advice, we can only admit those
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[email protected]
You have the opportunity to attend a free
mini-presentation if you wish:
10.00am ~ Wills & Life Interest Trusts for
homeowning couples ~ Casey & Associates
11.00am ~ Inheritance Tax & Pensions ~ Mike Heelan
TEP Dip Pfs & Duncan Maw Bsc Hons F.S.I. CeFa CeMap
Midday ~ Care fees & Trusts ~ Gateley LLP
2.00pm ~ Probate ~ Kings Court Trust
3.00pm ~ Pre-Paid Funeral Plans ~ Legal & Financial
* If you are (or at least one of you if you are
a couple is) aged 60 or over and a homeowner.
(Casey & Associates will not pass your details on to any other party unless required to do so by Law)
If appropriate, please turn over and complete Second Person details
First Person email address:
First Person mobile number:
Kings Court Trust has helped thousands of families through the
probate and estate administration process, helping accurately
distribute over £850 million in inheritances since 2002. Kings
Court Trust has all the legal and tax specialists needed
under one roof. These specialists work closely with dedicated
case managers who are there to provide a professional, friendly
and personal service to families. Our clients often compliment
us on our fast efficient service, clear and transparent pricing,
as well as our proactive approach when keeping our clients up
to date and our ability to offer ‘probate in plain English’.
As we get older, the question of funerals can be difficult, but the
emotional and financial burdens on those we leave behind can
be considerable. You may put funeral wishes in your will –
but these wishes are NOT binding and can be ignored.
Legal & Financial Funeral Plans can deal with all these
uncertainties and bring peace of mind to you and to those
you leave behind. Funeral costs are constantly rising, and our
Funeral Plans guarantee that, once purchased, the funeral
director’s costs will be fixed at today’s prices however far into
the future the funeral is required.
Landline telephone number:
Kings Court Trust
Legal & Financial Pre-Paid
Funeral Plans
Address:
Mike and Duncan are experts in their respective fields within a
leading wealth management organisation. One of Mike’s
specialist areas is Inheritance Tax (IHT). Mike says “Gone are
the days when Inheritance Tax (IHT) was the sole
concern of the wealthy.” But while many people are aware
of the need for IHT planning, few still do anything about their
potential liability. So few, in fact, that HM Revenue & Customs
collected £3.1bn in IHT revenues in 2012/13 alone. IHT is just
one of the many areas to consider when protecting your family
and home - others include Capital Gains Tax, illness and loss of
income. Assessing the right protection for your specific needs is
essential to any wealth management solution. Mike works
closely with Duncan Maw, a pensions expert. If you need any
advice on pensions, especially with the new regulations
coming into force this year, then Duncan is the person to
ask. Mike and Duncan look forward to meeting you at the IHT
mitigation and pension advice station.
First Person Full Name:
Mike Heelan TEP Dip Pfs
Duncan Maw Bsc Hons F.S.I. CeFa CeMap
I / we do / do not wish to attend a mini-presentation at: 10.00am / 11.00am / Midday / 2.00pm / 3.00pm
Gateley LLP is a full service national law firm that promotes
the commercial interests of companies, individuals and
organisations. The Tax, Trusts & Succession Planning team is
dedicated to providing clients with comprehensive, clear and
commercially realistic advice. The team offers one of the widest
advisory capabilities in the country. Asset protection is key with
many clients and the team works towards that goal, countering
liabilities that may arise from taxation, divorce and business
risk. Philip Laidlow is a partner at Gateley. Philip is a specialist
in wills, trusts, tax law and estate planning and has been
involved in planning against care fees for approximately
18 years. He has lectured extensively on the subject and has
appeared on television and in radio broadcasts, together with
commentary in various financial publications on the subject.
Philip is a founder member of The Society of Trust and Estate
Practitioners. He has written and contributed towards many
books. He is a regular contributor to various professional
journals and has lectured extensively. We are particularly
pleased that Philip and others from his private client team will
be joining us and giving advice on his specialist areas such as
Inheritance Tax, Capital Gains Tax, Estate Planning, Offshore
Trusts & Tax Planning and Asset Protection.
Please circle (and if appropriate select):
If you have any questions or would like any advice about Wills
or Lasting Powers of Attorney, then visit the Casey & Associates
advice station. We specialise in Wills which include a trust
to protect the family home. We are one of the South East’s
largest independent Will Writers. If you would like us to look at
your existing documents, please bring them with you.
Please return this card in the pre-paid envelope provided.
Gateley LLP
who have pre-registered. WE WILL CONFIRM YOUR APPLICATION.
Casey & Associates
Due to expected demand and to ensure that each attendee has sufficient opportunity to obtain quality advice, we can only admit those
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