From care fees to inheritance tax, unfortunately, there are a wide range of factors that can chip away at the inheritance you hope to leave your loved ones. However, through proper estate planning and by putting the right legal protection in place, you can manage these risks and protect what’s important for those who matter most to you. 

This is why we’re pleased to be able to share with you a video of our recent event on protecting against inheritance tax, care fees, and the great unknown.

In this session, Alex Crate, Head of Estate planning at Co-op Legal Services, explains these risks and how they relate to you. Alex also explains what steps you can take (for instance, putting the right will and lasting power of attorney in place) to protect and preserve your finances, and ultimately provide for your loved ones in the way that you want.

Alex answers the questions:

  • What are the common issues families face that can erode inheritance?

  • How can care fees, inheritance tax, and changing family relationships impact the inheritance I hope to leave behind?

  • What steps can I take to protect the inheritance I hope to leave my loved ones?

About Co-op Legal Services

Co-op Legal Services is an SRA regulated, full-service law firm that specialises in estate planning.

Their service includes an estate planning review free of charge, where a specialist estate planner will discuss your personal situation and needs. This review can be held over the phone, by video, or at your home; it’s your choice. Co-op Legal Services will then give you a tailored estate planning recommendation based on your individual needs and support you through the process of making your will or lasting power of attorney. So you can be safe in the knowledge that you’ve taken all the possible steps to record your wishes and protect your loved ones’ inheritance, whatever the future holds.

Or, if you already know what you’d like included in your will and LPA, then you can get started straight away with their easy-to-use online services. These digital services are not only cost-effective and available to use 24/7, but will guide you through each and every step of putting your will and LPA in place.

What’s more, Co-op Legal Services is offering Rest Less members up to £25 off will and LPAs when you quote the code RL2021. 

Did you attend the event? Are you thinking about using Co-op Legal Services? Would you like us to hold more events like this? Let us know in the comments below.