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September 2023 Lunch Report

Lunch numbers were down a little as members took the opportunity to enjoy holidays now that the schools are back. Those of us staying at home enjoyed an autumn meal of Classic Beef Bourguignon with Creamy Mash and selection of Vegetables followed by Blackberry & Apple Cinnamon Crumble with Custard.

Our after lunch talk was entitled 'Estates Planning' and our speaker Kevin Palmer of IWC Probate Services was keen to make sure we knew how to maximize the value of our estates to our beneficiaries rather than the Taxman. In particular he reminded us to read our Wills every five years (things do change), make sure we have a LPA , Lasting Power of Attorney not the outdated Enduring Power of Attorney, and consider a Tenancy Trust to limit Care Home Fees.

Thank you Kevin. If anyone is interested to learn more please contact Kevin at www.iwcprobateservices.co.uk


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