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Purbeck Dorset
Registered Charity No 1075342
Presentation at the next Meeting Points
Thursday, 27th February 2020

First: Refreshments followed by U3A News,
with the Presentation starting at about 10:30

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Meeting starts at 10:00 am
at Harman’s Cross Village Hall
For the schedule of this year’s Meeting Points presentations:
Please go to our Programme page HERE
For Meeting Points topics from Past Years please click HERE
To hear a selection of past
Meeting Points Presentations Click HERE
Natalie Mason & Christine Butterfield
Wills, Powers of Attorney
and Inheritance Tax
Natalie Mason and Christine Butterfield will talk about Lasting Powers of Attorney and why you need to make one. Within this they will go into more detail on Health & Welfare Lasting Powers of Attorney specifically, as they are finding that medical and care professionals are increasingly asking clients whether they have one in place. Also they will explain the ramifications if you have not made one and then what you need to consider when you are making one.
Natalie and Christine will give a brief introduction to Wills and why it is important to make one. They’ll then be talking about the rules on Inheritance Tax, what rules are relevant during your lifetime and what rules are relevant on your death. They will then focus on the choice of Executors as that is an area which they have found has caused quite a lot of disputes recently.
Natalie and Christine will be happy to answer questions from the group at the end of the talk and then, if people would rather not ask their questions openly, they will be available after the presentation for people to come up to speak with them more privately.