How to keep your hard-earned money in your family’s pockets and not someone else’s!
Is your family’s wealth protected? Are you worried that divorce, care fees, inheritance tax or not preparing for the passing of a loved one could result in financial pain for your family?
What about sideways disinheritance, possibly the biggest threat to your children and grandchildren?
We’re running a free, informal and friendly seminar on July 18th at Kitley House Hotel to help put your mind at rest and give you the information you need to make the right choices.
We’re a multi award-winning local firm, with 31 years of helping people like yourself. Our experience means you can be assured the seminar will provide unique insight and valuable advice.
Our award winning team
It will involve different aspects of estate planning including easy-to-understand, plain English advice on trusts, wills, power of attorney and equity release.
Booking is absolutely essential. To book, simply register via our Eventbrite page here
It will take place in the beautiful surroundings of Kitley House Hotel just outside Plymouth on the way to Yealmpton.
What you will learn
At our free seminar you will learn:
- How to protect yourself against the threats that so often result in the loss of family wealth
- The common mistakes that can make Wills useless and how to avoid disputes
- How to use your will to protect your home and money
With free parking and free refreshments we hope to put you absolutely at ease with the concept of protecting your family’s wealth and finances.
Our friendly experts
Leading the seminar will be our Managing Director Trevor Worth, who has decades of knowledge in estate planning.
We found Trevor so easy to deal with. He listened to everything we were concerned about and it was sorted with absolutely no problem. We have no hesitation in recommending Portcullis to anyone looking to get their family finances in order Barbara Cock
How to book
Date: 18th July 2019
Time: We start at 2pm and the seminar should be finished by 4pm. We will be staying at the venue for an hour after to take questions and chat informally
Location: Kitley House Hotel, just off the A374 between Brixton and Yealmpton
Price: At our expense, not yours
To book, simply register via our Eventbrite page here