• April 23, 2024
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Estate Planning for Single Clients and Unmarried Couples

Estate Planning for Single Clients and Unmarried Couples

Superhero Webinar 79: Estate Planning for Single Clients and Unmarried Couples

Part TWO of our pentalogy!

Our “Planning for different client scenarios” Superhero Webinar series will help you provide Estate Planning solutions for all your clients. Part two of five will cover Estate Planning for Single Clients and Unmarried Couples.

Topics include:

• The positives and negatives of:
– Simple Mirror Wills
– Flexible Life Interest Wills
– ‘Countrywide Tax and Trust Corporation’ Wills and trusts
• A brief guide to the Inheritance Tax (IHT) treatment of each of the above
• A brief insight into the best lifetime planning options (asset protection / IHT planning) for these clients

Register your place on our FREE webinar!

All Webinars commence at 10:00am and finish at 11:00am

Register for Friday 9th July

Register for Monday 12th July 

 

This article was submitted to be published by Countrywide as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate

Charlotte Ponder LL.B (Hons) TEP

Charlotte Ponder LL.B (Hons) TEP is the Legal Director of Countrywide Tax & Trust Corporation Ltd and Countrywide Legacy, Charlotte holds a key responsibility in overseeing the running of the company as well as ensuring that the day-to-day operations run smoothly. With a strong legal background, Charlotte is well placed to take on this demanding position, having worked in multiple areas of law before progressing to Countrywide and interacted directly with clients to explain complex concepts in a simple manner. Following her studies and being called to the Bar, Charlotte’s legal career began in family law. As well as providing a strong foundation for her legal experience to build upon, here she also witnessed many divorce cases involving high asset losses, sparking her interest in how such consequences could be prevented.

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