Specialist long term care and later life planning to make the most of later years.
The good news is that we’re all living longer. But we now also have the challenge of ensuring that we have adequate resources for those later years.
Long term care and later life planning can be complex and time consuming, so we’ll give you specialist advice you can trust.
If you need to consider the services of a care home for yourself or an elderly relative, you can rely on us to help you with the later life planning process. The complexities of the many decisions you or your family may need to face when looking at issues such as long term care funding, inheritance tax or equity release will need careful and considered advice.
We can manage the detail such as calculating the cost of long term care home fees to ensure that you or your relative won’t run out of money in later life. We also factor in any additional support the State may be able to provide according to your individual circumstances. By creating a plan for later life in advance, you can identify if there may be a shortfall and we can advise on a strategy to help keep you on track.
If you want to know how much money you should be saving for your later years, we can help you to visualise your financial future so that you can plan ahead with confidence.
Simon Phippen, Founder and Director
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Do you want expert later life planning to make the most of later years?
Book your free initial consultation with one of our expert financial planners.
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Make the most of your later years
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