Wills, wording, trusts and taxes

Wills, wording, trusts and taxes

Wills, wording, trusts and taxes

event Saturday 28 September 2024 schedule 1.30pm - 2.30pm BST
Past event
Past event
event Saturday 28 September 2024 schedule 1.30pm - 2.30pm BST
  • Photograph of legacies session 2023
Practical tips for estate planning, Will-writing and minimising Inheritance Tax
In-person | Free
Open to: 
Alumni and guests
Location: 
Alison Richard Building, ARB SG2, Sidgwick Site | View details

•    Already have a Will, but it needs updating? 
•    Changes in family circumstances? 
•    Interested in whether you can reduce Inheritance Tax? 
•    Wondering how an overseas asset will affect your estate? 
•    Acting as an Executor and frustrated waiting for Probate? 
•    Thinking about how to leave a legacy to a cause close to your heart? 

This session is an opportunity to hear from Tees Law legal professionals on all aspects of estate planning, including top tips for writing your Will, and the possibility of reducing your Inheritance Tax bill – all making it a bit easier for those left behind. 

Provided free of charge by the University of Cambridge Legacies Team

Please note, this session will not provide legal advice. We do recommend you speak to a legal professional if you are writing your Will.

Speakers

Alice Macek

Photograph of Alice Macek

Alice Macek is Associate Director for Legacies at the University of Cambridge. Her role includes advising people on the best way to remember Cambridge with a gift in their Will.
https://www.philanthropy.cam.ac.uk/give-to-cambridge/legacies/making-a-pledge

Catherine Mowat

Photograph of Catherine Mowat

Catherine Mowat is Senior Partner, Wills, Trusts, Tax and Probate at Tees Law. Since 2009, she has headed up the Wills, Trusts, Tax and Probate team. Her work includes advice on and preparation of Wills, creation and administration of trusts, estate planning and administration.
https://www.teeslaw.com/our-people/catherine-mowat/

Chris Claxton-Shirley

Photograph of Chris Claxton-Shirley

Chris Claxton-Shirley is Senior Associate Solicitor, Wills, Trusts, Tax and Probate at Tees Law. His work includes: creation & administration of trusts; estate & tax planning; probate and Wills.
https://www.teeslaw.com/our-people/chris-claxton-shirley/

Booking information

Booking for this event is now closed.

Location

Alison Richard Building, ARB SG2, Sidgwick Site
West Road
Cambridge
CB3 9DP
United Kingdom

Contact

Alumni Festival Team
Location: