Wills and Wealth Planning – Ask the Experts

Wills and Wealth Planning – Ask the Experts

Heledd Wyn – Rothley Law & Byron Williams – Chase de Vere 

Do you have a question about managing your wealth through tax and estate planning?

Are you interested in finding out about what is involved in preparing your will?

Or perhaps you are interested in finding out about the tax benefits of leaving a gift to charity?

Join us at Bristol Cathedral for a free session to think about your financial future with an opportunity to ask the experts!

Hear from Heledd Wyn, Partner from Rothley Law and Byron Williams, Chartered Financial Planner from Chase de Vere who will share their knowledge and help you feel more confident about your finances. There’s plenty of time to ask questions at the end.

11.30 Arrival and refreshments

11.45 Presentation and Q&A

12.45 Event close

Discover more about the speakers:

Heledd Wyn

Heledd Wyn is a Partner specialising in private client services and long-term care, based in Bristol but with national reach. With extensive experience in future planning, private wealth, and Court of Protection matters, Heledd provides expert guidance on Wills, Powers of Attorney, long-term care, and asset protection for both individuals and business owners. She is also a trusted advisor on inheritance tax planning and trusts. Heledd is particularly well-regarded for her expertise in long-term and elderly care issues. Her in-depth knowledge of care system funding, especially in navigating local authority assessments and challenging their decisions, makes her invaluable to clients planning for their own or loved ones’ care. She has significant experience with NHS Continuing Healthcare funding and contested applications to the Court of Protection.

Byron Williams

Byron Williams, is a Chartered Financial Planner and has been with Chase de Vere since 2000.  Excelling in later-life financial planning including estate planning, care fees planning and Equity Release, he is an Accredited Member of the Society of Later Life Advisers (SOLLA) and holds the Later Life Lending Advice Standard and is passionate about helping clients achieve the best outcomes to enable a self-determined lifestyle . Beyond finance, Byron is married with two children.  Byron’s passion is cricket and he Captains his local club’s 3^rd team and manages his son’s cricket team as well as providing support behind the scenes at the club.