Welcome to The Retirement Café

The Retirement Café events give local people an opportunity to learn more about issues, opportunities and challenges that may affect their retirement, over coffee and cake.

Retirement can be one of the most enjoyable stages of life: time to take up new hobbies or get pleasure from doing the ones you love; and opportunities to spend time with family and friends and generally relish a more relaxing pace of life.

But with more time and freedom can come new challenges to be faced.

Separating Fact From Fiction – Inheritance Tax made simple


Friday 5th July 2019: 10am to 12pm

The Italian Villa at Compton Acres, 164 Canford Cliffs Road, Poole, BH13 7ES


Inheritance Tax rules are complex, so mistakes are easy to make.

This two-hour event will cover the following important areas:

  • How to pass on £1m free from Inheritance Tax
  • The rules for giving your house to your children in your lifetime
  • Practical steps for passing on your wealth tax-efficiently
  • How to reduce the value of your estate to avoid paying care costs
  • Strategies you can implement now to avoid inheritance tax on death

Join us at The Retirement Café and ask your questions directly to Chartered Tax Adviser, Kurt Lee of Lester Aldridge and Chartered Financial Planner, Justin King, to feel more informed about steps you can take to reduce your inheritance tax bill.

Find out more and register for free today.

As you approach or enjoy your retirement you are likely to face a whole new set of issues, opportunities and challenges. Our aim is to help you feel more informed about those issues and challenges by providing access to information on topics that interest you most.

Specialists in their field of expertise are brought together to help guide you as you navigate through retirement.

Information shared is for guidance only. You will definitely not be sold to at the Retirement Café. In fact, you cannot buy anything – not even the coffee! The coffee is on us and so is the chat.

MFP Wealth Management’s  Retirement Cafés are an example of understanding client needs and expectations.

Strongly recommended.


The Retirement Café is of immense interest. They demonstrate to MFP’s clients that they need to be aware of other aspects of retirement and not just the income part of it.


The Retirement Café sessions are a really useful way of discussing issues that are of interest. With a format where we are all able to participate and bounce things off the experts, we all gained a huge amount.


The Retirement Café demonstrates MFP Wealth Management’s commitment to customer service in providing meaningful information when planning for retirement.