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Getting your Legal and Financial Affairs in Order

  • Brewin Dolphin 9 Colmore Row Birmingham, England, B3 2BJ United Kingdom (map)

A new year often heralds an opportunity to think about what changes you will make and a commitment to ‘be better’ in some way – often committing to a diet or fitness plan, our resolutions often focus on living a cleaner, healthier lifestyle. But how often do we make a resolution to plan for and take steps to protect our future by making – and committing – to long term plans to address our legal and financial needs?

Kirsty Cartwright, Divisional Director at Brewin Dolphin and Donna Holmes, Partner at Anthony Collins Solicitors will talk you through some top tips and easy to action recommendations to get your financial and legal future in good order to start the new year, covering savings, pensions, wills, Powers of Attorney and inter-family agreements. Kirsty and Donna will guide us through jargon and scaremongering to ensure we each have a clear understanding of what we can each do to protect ourselves and start building now the secure futures we hope to live.

This event will take place at the offices of Brewin Dolphin, 9 Colmore Row, Birmingham, B3 2BJ. Drinks and nibbles are included in your attendance for this event.

WiBA welcomes members and guests to this event which will include the usual opportunity for networking with new and existing contacts in an informal, supportive setting.