Later Life Planning

It is never too early to start planning. None of us knows what lies ahead and having your affairs in order is a prudent step towards a stress-free later life.

At Breens we recognise that planning for the future can be a daunting task. Our Later Life Planning team exists to help you make the right judgements when considering your future.

We also encourage you to review your affairs at least every five years. Laws change and so do personal circumstances and by conducting a regular review you can ensure that any changes are taken into account.

Sarah Charnley who heads up the Later Life Planning team is a Member of:

STEP the Society of Trust and Estate Practitioners, whose members are recognised as the most experienced and senior practitioners in the field of trusts and estates.

SFE to Solicitors for the Elderly, a national organisation of lawyers who are committed to promoting robust, comprehensive and independent legal advice for older people, their family and carers.

Sarah Charnley
Email:
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Southport: 01704 532890
Liverpool Waterloo: 0151 928 6544

Jennifer Wilkinson
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34 Crosby Road North
Waterloo
Liverpool
L22 4QG
0151 9286544

Southport: 01704 532890
Liverpool Waterloo: 0151 928 6544

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