Protecting your assets for your family to benefit.

Mike Carter

East of England
Notice Period:
Emergency (maybe less than one week's notice)
Free: Free talk with no expenses
Life Skills
14th April 2019
Asset Protection | Legal Knowledge | Trusts | King Henry Ii

This talk is aimed at the over 55 population - so Probus Clubs, WI Foundations, over 50s and over 60s clubs and societies - to all of whom I have made presentations.

The talk is an interesting and light-hearted take about looking after your assets to enable your children/family to inherit from you. It involves a bit of history from Henry II and explains the usefullness of setting up Trusts. It also explains how homeownership works (contrary to popular belief, joint homeownership does NOT mean you own your home on a 50/50 basis), how to ensure your inheritance passes to the family, and also how probate can possibly be avoided.

Anyone who is a homeowner would benefit from this talk - it lasts about 30 minutes but 40-45 minutes with questions.

I hope to see you soon.

Views: 31 | Enquiries: 0

About Mike Carter

For the past 5 years I have spoken to many clubs and societies about Asset Planning and quite often speak at 2 or 3 meetings per week.

I work for one of the largest estate planning companies in the UK, who specialise in Wills, Trusts and Lasting Powers of Attorney. They have over 250 legal consultants in England and Wales - and normally write over 1,200 client documents per week!

Send a message to the speaker

If you are interested in this talk and wish to contact the speaker, please complete the following form:

Please provide your contact name
Please provide the name of your group
Your phone number so that the speaker can contact you
Your email address so that the speaker can contact you
Give details about the event, time of day and location