Oxford June 2026 Meeting 

The Estate Planners Secrets - How to protect the assets you have worked hard for - John Ireland
 

John started Legacy Wills over twenty years ago with the aim of helping those who have worked hard to create wealth, even if most of that wealth is in their home. 

At this month's pin meeting, John's talk will help you to understand the pitfalls of writing a Will, why it’s not always a good idea to use a solicitor and why leaving business shares to your spouse or partner can be the wrong thing to do. 

John will also show you how to ensure that the wealth people create can be protected as fully as possible now and for generations to come.

By using a tried & tested combination of Wills, Trusts and Powers of Attorney - our homes, savings, investments, life assurance, pension plans & death-in-service benefits can be protected.

ALSO...Understanding & Navigating The World Of Property Finance and How to Succeed  - Martin Smedley 

Since the Covid 19 Pandemic there have been many market events from the Liz Truss and Kwasi Kwarteng disastrous budget, conflicts around the world, Regulation Changes and a Government that have decided to Tax us all to death! that will shape the property industry for years to come.

The result of all of this is that the strategies for letting, buying, and developing properties have changed, this has led to a positive change in the Lenders appetite in funding property transactions.

During the Presentation you will get an insight and learn:

• Financing Houses of Multiple Occupation with focus on how they are valued.
• How lenders are approaching the shift from traditional tenants to the Social Housing / Supported Living sector.
• How to plan your funding journey in the Buy Refurbish and Re-Finance sector safely.
• Alternative solutions for purchase costs, investors loans, joint ventures, using other property that you own.
• Financing, lease option, Below Market Value and Exchange with delayed completion strategies successfully.
• How to avoid common and costly mistakes by following a simple process.
   

After 4 Decades in the Mortgage Sector, specialising in assisting property investors all over the country to achieve their goals through providing the right advice for their circumstances.

Whether you’re completely new to property or an old hand, this talk will be packed with insights and practical takeaways to help you stay ahead and succeed in the new property age, all delivered in my usual unique style !