Citywealth is pleased to present the Later Life Planning, brought to you by the publishers of the Leaders List, a user-rating directory of private wealth professionals. The series will cover four topics: why you need a will, what advance decisions are, financial help for dementia sufferers and the benefits of a trust. We’ll be bringing together the leading private wealth professionals in these fields to share their experience and wisdom.
So subscribe now to be the first to listen to the episodes when the series launches in September.
Find out more about the advisors on www.leaderslist.co.uk
Later Life Planning Episode 4 – The benefits of a trust
Episode 4 – The benefits of a trust with Elliot Goodman, Clermont Trust
In the final episode of this series, Citywealth and Leaders List editor Karen Jones speaks to Elliot Goodman, managing director at the Clermont Trust. A professional trustee, Elliot is well placed to talk through the benefits of having a trust and how you go about selecting a trustee.
Find out more about the advisors on www.leaderslist.co.uk (http://www.leaderslist.co.uk/)
19 Oct 2021
Later Life Planning Episode 3 – Advance decisions
Episode 3 – Advance decisions with Justin Patten, Human Law Legal Practice
Justin Patten, author of The Practical Guide to Elderly Law, is back to speak with Citywealth and Leaders List editor Karen Jones on advance decisions – also known as a living will – which is a legally binding way to tell people about specific medical treatments you don’t want to receive in the future if you are unable to communicate this in the future.
Find out more about the advisors on www.leaderslist.co.uk (http://www.leaderslist.co.uk/)
5 Oct 2021
Later Life Planning Episode 2 - Financial help available for dementia sufferers
Episode 2 – Financial help for dementia sufferers with Yogi Dewan, Hassium Asset Management
Citywealth and Leaders List editor Karen Jones speaks to Yogi Dewan, CEO and founder of Hassium Asset Management to find out how the investment management industry can assist dementia sufferers. Yogi explains the need for a financial power of attorney, and how the broader family and trusted advisors need to take a key role.
Find out more about the advisors on www.leaderslist.co.uk (http://www.leaderslist.co.uk/)
21 Sept 2021
Later Life Planning Episode 1 - Why do you need a Will?
Episode 1 – Why do you need a will with Justin Patten, Human Law Legal Practice
In the first episode of the Later Life Planning podcast, Citywealth and Leaders List editor Karen Jones speaks to Justin Patten, a lawyer and mediator at Human Law Legal Practice to find out why we need to make a will, and how you go about making one. Learn what intestacy means and how you make sure you are in control of what happens to your estate when you die.
Find out more about the advisors on www.leaderslist.co.uk (http://www.leaderslist.co.uk/)
15 Aug 2021
Later Life Planning Teaser
Later Life Planning
Citywealth New Series coming Soon!
Episodes covering:
1. Why do you need a will?
2. Financial help available for dementia sufferers
3. Advance decisions
4. What are the benefits of a trust?
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