The Elephant in the Room Workshops
Getting older is a fact of life. So too is that we don’t know what’s around the corner. In over 20 years of helping people plan their finances, we’ve learned that very few of us are comfortable talking to loved ones about the challenges of later life. It’s the elephant in the room.
That's why we have created the Elephant in the Room lunchtime workshops to break the taboo around talking about later life planning. We spend the time with your group, organisation or business discussing this topic openly, touching on the pitfalls around not being ready for the difficult times.
People with older parents have found our sessions very helpful and it has highlighted urgent actions they need to take to ensure the smoothest of times, in the most difficult times.
Making sure your house is in order could be the difference between leaving a meaningful and tax-efficient legacy for your loved ones, or HMRC becoming a beneficiary of your estate.
Let us raise the difficult questions and help get those conversation started with loved ones.
If this tricky subject is of interest to you, please contact the team to discuss further.
Here are some questions we're often asked.
I’m healthy now, so why do I need to do anything?
I think Mum will need additional help and support to stay at home. Where do I start?
What happens if I die without a Will?
Can’t I just give my house to the kids to stop the local authority taking it for care fees?
I’m only in my 40s so why do I need to think about Inheritance Tax?
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Care Sourcer is a comparison and care matching provider and involves the referral to services that are separate and distinct to those offered by St. James's Place.
Got a question?
Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.
