Stratford upon Avon T: 01789 293259
Henley in Arden T: 01564 792261
Cheltenham T: 01242 228370
Birmingham T: 0121 200 0890

Free event will help future-proof your family, home and investments

Posted on 8th May 2017 in Uncategorised

Lawyers from Lodders, speaking at a free event on the 25th May in Moreton in Marsh, will demystify and explain topical issues such as care fee planning, how to help children or grandchildren to buy their first home, the residence nil rate band, and inheritance tax.

Led by the firm’s top ranking Private Client team, the seminar will provide guidance in today’s uncertain times. It will address pressing concerns, as head of the Private Client team Martin Green (pictured), explains:

“We’ve designed the seminar programme to answer the questions that our clients ask us.

“The General Election and Brexit are contributors to the shifting landscape,” he comments. “There are also recent Government U-turns, typified by the shelving of plans to increase probate fees.

“The seminar will address these and other topical issues.  

“We aim to provide invaluable guidance on how to plan for the futures of loved ones, your home and investments,” he adds.

Topics on the agenda include the Residence Nil Rate Band tax and its impact on homeowners.  Care funding and dealing with mental incapacity will also feature.

“With sustained growth in our elderly population alongside the need for their professional care, our Care and Capacity experts will explain how to plan for the future, including lasting Powers of Attorney,” says Martin.

“Sofia Tayton and Jessica Beddows will together describe care funding and dealing with the financial affairs of loved ones in the event of a dementia diagnosis.  They will use real-life examples to highlight some of the common pitfalls and misunderstandings in this area.

“A general round-up of the current situation on probate fees, Wills and Trusts, and topical tax points, will ensure everyone attending the seminar leaves armed with up-to-the-minute answers to key questions.  They can then take positive steps to protect their own interests and wealth, and those of their family too.”

Lodders Private Client Seminar is at the Manor House Hotel, Moreton in Marsh from 11am to 1pm on Thursday, 25th May, and includes a buffet lunch.

For more information and to reserve places to attend the event, contact Kate Higginson, Tel: 01789 206919, email: kate.higginson@lodders.co.uk.

Lodders retains highest rankings in legal guide
Posted on 16th October 2019 in Press News
Read full article
First anniversary celebrations for Lodders
Posted on 1st October 2019 in Press News
Read full article
Lodders presented with ‘Best Trade Stand’ award at ...
Posted on 18th September 2019 in The Lodders Blog
Read full article

If you’re a journalist looking for more information about Lodders, or to discuss a press release, please contact:
Diane Wood, V Formation on 07887 794507 or by email

Get in touch

For more information and to reserve places to attend the event, contact Kate Higginson, Tel: 01789 206919, email: kate.higginson@lodders.co.uk.

If you’re a journalist looking for more information about Lodders or to discuss a press release please contact: Diane Wood, DWPR on 07887 794507 or by email