EVENING PROPERTY FORUMDownsizing - A positive approach to later life planning

Thursday, 24th October 20135-7pm

42 High Street, Marlborough, SN8 1HQ

Agenda

Overview

1 in 5 over 55’s aim to downsize in the next 5 years for a variety of reasons including health, money and lifestyle. It can be a liberating experience and should never be left too late. The forum examines the options available and brings together specialists in the field.

The Agenda

Introduction Edward Hall

Managing the move Catherine Haken

Some local options Edward Hall

Post downsize planning and financial forecasting Chris Tweedie

Powers of attorney, health and welfare decisions Alison Morris

Questions

Our Panel

Edward Hall, Smiths Gore, MarlboroughEdward has been selling country houses for 10 years following 8 years in the Army and a spell at the Royal Agricultural College. Smiths Gore is growing its Estate Agency business and the Marlborough Office complements its offices in Andover and Cirencester.

Catherine Haken, Haken Relocation ServicesIn 2011 Catherine established Haken Relocation Services which is one of the UK’s growing number of specialist senior move manager companies. Our profession is skilled and experienced in removing the stress, hard work and anxiety that comes with a later life move as we create peace of mind by ensuring the moving process goes smoothly. Our role is to handle the emotional and physical aspects that arise when changes in the home environment occur whether made though personal choice or by necessity.

Alison Morris Alison is an associate in the probate and trusts department at Wilsons Solicitors. Her work covers advising on probate, Wills and all types of Powers of Attorney including Lasting Powers of Attorney and registering them with the Office of the Public Guardian, Court of Protection work and Advance Medical Decisions. She is a member of STEP (Society of Trust and Estate Practitioners) and SFE (Solicitors for the Elderly).

Chris Tweedie, Chartered Financial Planner & Later Life Adviser, Old Mill GroupChris has been a financial planner since 1989. He joined Old Mill in 2009 where his work includes helping clients to plan for the future and make important financial decisions by using cash flow projections and forecasts. This allows clients to fully understand the possible outcomes of the planning options available to them before they act. Old Mill is also a provider of advice on tax, retirement, care fees planning and investments. Chris has specialist knowledge of care planning and is a member of SOLLA (the Society of Later Life Advisers).

A Selection of our Properties

7 Town Mill, Marlborough

An inviting semi-detached retirement home in an idyllic location overlooking the River Kennet.

Entrance hall, sitting/dining room, kitchen, 2 bedrooms, balcony, cloakroom, bathroom, good storage, allocated parking and communal amenities as well as gardens.

Guide Price £295,000

Barbury Castle Development Plot, Wroughton

Development plot of 0.52 acres (approximately). It has current use for a single dwelling and garden, but scope to build a contemporary property of vision and style (stp).

Guide Price £350,000