Truro Continuing Healthcare & IHT seminar

WAY & First Care Southwest joint seminar

This seminar took place in November 2015 and is therefore now closed.

WAY Investment Services and First Care Southwest would like to invite financial advisers to their joint Continuing Healthcare & IHT planning seminar in Truro on Tuesday 17 November 2015.

The Continuing Healthcare session will be presented by Jeanette Roberts of First Care Southwest Limited, and the IHT planning session will be run by Rob Owen of WAY Investment Services

Location: Alverton Hotel, Tregolis Rd, Truro TR1 1ZQ.

Timings: 09.30 coffee and registration, 10.00 start, 12 noon - Q&As and finish.

 

CLICK HERE TO BOOK YOUR PLACE

 

Jeanette Roberts
Jeanette is a solicitor (Non-Practicing) of First Care Southwest Limited and will bring us up to date on NHS Continuing Healthcare (CHC) funding and The Care Act. She is an Advocate for the elderly and has lectured at the Law Society. She is a regular contributor to the Society of Later Life Advisers (SOLLA) discussion groups.

Jeanette's session will cover:

 

Rob Owen DipFA
Rob is Regional Sales Manager at WAY Investment Services, and will discuss the benefits of Flexible Reversionary Trusts (FRTs) and how they can help with IHT planning and family wealth preservation.

Rob's session will cover: