Planning for Probate: Wednesday 7th March 2018

On March 7th we discussed how to go about Planning for Probate.

The Retirement Café welcomed Kurt Lee of Lester Aldridge Solicitors and Simon Head, Managing Director of Head & Wheble Funeral Directors to sit alongside Justin King, on the expert panel.

The two-hour event covered the following important areas:

– What is involved in the probate process

– What is meant by your ‘estate’

– What taxes may be due and how they are calculated

– Planning a funeral

Kurt Lee

Kurt Lee of Lester Aldridge Solicitors is a highly experienced solicitor with a great deal of knowledge in Inheritance Tax and Capital Gains tax planning strategies. As a trust specialist, he can also advise on the creation, running and breaking of trusts and tax efficient wills. He regularly supports clients through the probate process.

Kurt is a member of the Chartered Institute Of Taxation (CIOT) and Society of Trust and Estate Practitioners (STEP).

Simon Head

Simon Head is the Managing Director of Head & Wheble Funeral Directors who have been helping families through difficult and emotional times for over 90 years. A family-run business, Head & Wheble provide a personal and discreet service to help you say farewell to loved ones with dignity and peace of mind.

Simon’s family have been running their funeral services business since 1926 and pride themselves on providing all the services you may require when planning a funeral, including support managing the probate process.

Justin King

Justin is Managing Director of MFP Wealth Management, award-winning pension and retirement planners based in Mudeford. Justin helps you make the best use of your pensions and wealth to provide both a great lifestyle in retirement and a legacy for your family. Planning for after you’re gone is a core part of his Retirement Success Programme.

Justin is one of the country’s most qualified Independent Financial Advisers with over 25 years’ experience. He is both a Chartered Financial Planner and a Chartered Wealth Manager (CISI) and has achieved the SOLLA Later Life Adviser Accreditation as well as the SOLLA Retirement Advice Standard.

This event and your newsletters are an excellent service. Thank you.

Guest at The Retirement Cafe, March 2018

The Retirement Café was very well organised as always.

Guest at The Retirement Cafe, March 2018