Although costs can vary greatly between clients,
we are usually able to establish a cost effective
way to meet most needs. The following case
studies, are based on 2 of our recent clients:

Mr L. Age 84. Assets (house + savings) = £189,700

After taking into account his income, there is
a shortfall in Care Fees = £27,600 per annum.

Care Fees Annuity single premium = £98,650
(benefit escalates at 5% per annum)

Balance of Estate remaining = £91,050

~~~oOo~~~

Mrs S. Age 81. Assets (house + savings) = £425,000

After taking into account her income, there is
a shortfall in Care Fees = £20,100 per annum

Care Fees Annuity single premium = £127,150
(benefit escalates at 5% per annum)

Balance of Estate remaining = £297,850

~~~oOo~~~

Both of these clients have the peace of mind in
knowing that the current shortfall in care fees (plus
increases up to the level of 5% per annum) will
be paid for life, & still have a significant proportion
of their assets available for future use/inheritance.

Please bear in mind that the cost of the Care Fees Annuity will
vary significantly between each individual, based on age,
health, level of care needed, & the care fees shortfall.

 immediate needs annuity long term care immediate annuity care fees fundin

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