Hammersmith & Fulham

This is a discussion group for personal and finance matters. No financial advice will be given in this group.

Possible areas of discussion might include:

• Opportunities for Savings, including Cash and Share ISAs and their cost
• Use of Financial Advisers, including planning diversification of investments
• Benefits (entitlements and claiming them)
• Pensions Public Sector and Private., including how funds in Private Pensions can be
  accessed
• Powers of Attorney and Wills
• Choosing Executors and obtaining probate (including use of solicitors)
• Immediate actions on death
• Record keeping and organising personal information to make Executors’ life easier
• When and how Inheritance Tax is paid and available routes for legal avoidance
• Providing funds for grandchildren while still alive

It is normally expected that the monthly meetings will take place in the second half of each month.