November 2021 Family Finances Group Meeting

John Coleman writes:

Dear all,

The last Family Finances Group meeting of this year will be next Thursday, 18 November, at Weybourne House.

On this occasion, we will have internal discussion around the following topics, which will be briefly presented by:

a) Kalyan Das:

– Tips on engaging an IFA and other professional advisers.

b) Gerry Booth:

– Tips to mitigate IHT on the first & second deaths in a marriage.

– Bridging finance when “downsizing”.

If anyone has a topic or issue that they feel may be helpful to raise within the Group, please don’t hesitate to mention it.

(Remember, one of the key purposes of the FFG is to share our knowledge and experience as a self-help group.)

An area that we’re keen to hear more about is anyone’s experience of choosing a Residential Care Home for either friends or family members and the pros and cons of the alternative of care in one’s own home; (possibly as an interim stage).

As usual, we gather on the first floor of Weybourne House from 9.45am with tea, coffee & biscuits and start the meeting at 10.00am.

All Probus ’83 and FFG members are welcome to attend this meeting, which is FREE on this occasion – apart from your time!

On behalf of the FFG Steering Group, we look forward to seeing you