Later Life Planning Seminars: Lending in Later Life, LPA and Probate - Best Practice

Aston Hall Hotel, Sheffield
Monday, 04 July 2022
9:00 am – 11:15 am (UK time)

Speaker List

Confirmed Speakers:

🗹 Nick Birdseye (L&G)

🗹 Daniel Cooil - (Wrigleys)

🗹 Jane Netting - (Wrigleys)

Event running order

8.30am – 9.00am – Arrival, breakfast rolls, tea & coffee

9.00am - Later Life Lending, overview and case studies

9.45am - break

10.00am - LPA & Probate update and Q&A.

11.00am event close

Learning objectives (Later-Life Lending);

1, Explore the opportunities in the later life lending market;

2, Understand why the sector is becoming more mainstream

3, Evaluate the commercial opportunities

4, Consider the support available to join the market

5, Be apprised of how housing equity can be used as a financial planning solution.

Learning Objectives: Legal changes to Wills, LPAs

1, Making use of ISA Allowances on death

2, Proposed changes to the Nursing Home Fee cap and the impact on estate planning

3, Family Investment Companies – an alternative to traditional trusts

4, Changes to LPA guidance on Discretionary Management Funds

5, Importance of updating pre RNRB Wills

Presenter Biographies

Nick Birdseye – Strategic Partner Development Director – Having joined Legal & General in 2012 Nick works with existing and new Strategic Partners to development Retirement Lending distribution and advice opportunities and to help those businesses broaden their customer propositions. He has a deep understanding of delivering advice to both Retirement Mortgage and Wealth Management customers having led National Advice Distribution networks at both L&G and Aviva. In addition to significant IFA sector and Direct to Consumer experience, Nick has worked closely with Bank and Building Society partners and understands the challenges of meeting customer needs in these sectors. Prior to L&G, Nick had 18 years with Aviva.

Jane Netting, partner at Wrigleys LLP

Jane qualified as a solicitor in 1997 and deals with all areas of private client work, including will drafting, tax and estate planning, the administration of estates and the preparation and registration of powers of attorney.

Jane has a particular interest in Court of Protection work, including Deputyships, Statutory Wills, and tax planning/gift related applications.

Daniel Cooil, solicitor at Wrigleys LLP

Daniel qualified as a solicitor in 2019 and deals with all areas of private client work, including will drafting, with an emphasis in capital tax and estate planning for individuals and families.

Total 1.75 hours CPD

Venue
  • Aston Hall Hotel
  • Worksop Road
  • Sheffield
  • S26 2EE

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.