Pensions advice and will writing session

Pensions advice and will writing session

On Saturday 23rd March we are going to be hosting our second pensions advice morning at our office on Stafford Court.

We understand how confusing pensions can be which is why this informal, no obligation session is designed to help you answer those burning questions.

As well as pensions advice we are pleased to be teaming up with experienced local law firm, Picasso Legal, who will be offering will writing advice.

When writing your will, they will work out the best way to achieve your aims, to protect your estate and minimise inheritance tax.

The team at Picasso Legal is also able to help you deal with questions about probate, and have the same objectives; achieve the aims of the will, distribute the estate and manage payment of inheritance tax.

Like your pensions, having an up to date will is important for making sure you leave your loved ones financially secure after death.

Should you need will writing advice the Picasso Legal team will be on hand throughout the morning to offer their help and support.

Our specialist pension advisers have a wealth of industry knowledge and experience and can help you understand your investments in more detail.

All you need to do is bring along any pensions paperwork that you might have – we’ll explain everything to you, including our detailed advice process.

This session will be an informal chat to discuss your current circumstances with one of our experienced pension advisers.

If you would like to book your spot you can email support@pensionlite.co.uk or call 01952 279379 – places will be limited!