Long-term security
Mapping your future
Facing the prospect of health changes as you grow older can evoke feelings of concern, but it’s important to remember that with the right support and planning, you can navigate these changes with certainty.
By taking a proactive approach to financial preparation, you can look forward to the future with optimism and confidence, knowing that your care costs are in order. We carefully assess every aspect of your financial situation, including factors such as Power of Attorney, transitioning to a more accessible home, and reducing Inheritance Tax liabilities.
How we help you…
Later-life planning
To help you fund the cost of care further down the line, we will independently look at the options available and offer advice on the best way to finance your care. We’ll also ensure you have a Power of Attorney in place and that your family is involved in the process.
Estate planning
You must consider the bigger picture, and for you, this also includes minimising any taxes payable on your estate. If your care fund goes unused, it should be addressed in your will, considering how it may affect any Inheritance Tax that might come your family’s way.
Specialist expertise
You already know that planning for later-life care can be quite intricate, with ever-changing aspects and legislation. Our responsibility is to stay current with the latest laws, allowing you to relax, knowing you have a solid plan in case you require care.
Please note that the Financial Conduct Authority does not regulate tax planning and trusts.
Your journey
Step 1
Initial chat
The starting point on your journey with us is designed to give you the space to talk and tell us about your goals.
Step 2
Status check
We will gather additional information, including your income, expenditure and lifestyle, and then we will map out what could affect these over time.
Step 3
Uncover scenarios
We will have another meeting to identify different scenarios. This will consider questions such as “How can I fund my care?”
Step 4
Staying on track
Seeing your plans come to life is the best part of our job and we will be there to guide you on this journey.
What our clients say
While we could certainly say tons of great things about our work and success stories, isn’t it more fitting to let our clients do the talking?