About this Event
The Money Guiders NI Network welcomes the wonderfil Professor Sheena Grattan to join us for a session to offer clear, practical and compassionate session on later‑life planning in Northern Ireland. This event is designed to help practitioners understand how wills, executors, powers of attorney, intestacy rules and asset planning really work and how to explain these topics simply to the people they support.
Northern Ireland’s laws around wills, EPA, intestacy and estate administration have several important nuances. During this accessible session, you’ll learn how to spot common mistakes, understand where guidance ends and legal advice begins, and help people avoid unnecessary distress, cost, or confusion.
Whether you’re new to later‑life conversations or ready to strengthen your knowledge further, this session offers grounded, real‑world explanations.
Who is this session for?
- Money guidance practitioners in the third, community, and public benefit sectors–if you’re a volunteer or member of staff and talk to people about money in your role, this session is for people like you!
- Money guidance practitioners in the third, community and public benefit sectors
- Staff and volunteers who support people with conversations about money
- Practitioners working in health, housing, social care, community support or wellbeing
- Anyone who encounters clients with questions about wills, funerals, estates, POA or planning ahead
- Professionals in Northern Ireland who want to feel more confident discussing later‑life topics
What to expect
- Learn how later‑life planning works in Northern Ireland, including wills, executors, intestacy rules, capacity, and Power of Attorney.
- Understand NI‑specific pitfalls — such as signing rules, lack of will registration, outdated intestacy laws, and the risks of DIY wills.
- Gain practical tools for explaining complex concepts in simple terms, without straying into regulated advice.
- Explore real‑world scenarios that affect modern families, unmarried partners and people with blended households.
- Get clear guidance on boundaries between information, guidance and legal advice.
- Connect with peers and share challenges, insights and resources.
Money Guiders Competency Framework
Domain 12: Planning for Later Life
Covering wills, funeral planning, care costs, Power of Attorney, inheritance considerations, and related emotional and financial conversations.
Foundation Skills: Personal Qualities
Foundation Knowledge: D / E / F
Accessibility
We are committed to making this event accessible to everyone. If you have any accessibility requirements, please let us know using the form fields when registering or email us at [email protected]
About
Money Guiders is a free self-development programme designed to help money guidance practitioners improve their knowledge, skills, and confidence. Provided by the Money and Pensions Service, it's aimed at staff and volunteers working in the third, community and public sectors. With over 20 hours of elearning, hundreds of events on offer and a community of practice at your side, this free programme will help you to help others.
Join the Money Guiders Community
Become part of a UK-wide community of practice. As a member, you’ll receive priority access to learning events, workshops, newsletters, and networking opportunities—all in partnership with the Money and Pensions Service.
👉 Register for the today!
Event Venue & Nearby Stays
2 Royal Ave, 2 Royal Avenue, Belfast, United Kingdom
GBP 0.00
