There can be many aspects involved in organising care for yourself or a relative. In addition to advising on how best to cover your ‘independent living’ or care costs, we provide a ‘360 degree’ approach, to support and help you organise the following:
Financial Planning - Our Advisers can provide a review all your current financial arrangements and ensure you are maximising your capital growth and income potential.
Property Sales – If you are selling a property to provide the assets for a Care Fees Plan or to make the move into a care home, we are able to refer you to a specialist company who will reduce the stress of managing the process by organising all aspects of the sale for you. This includes options for Bridging Loans, either as a lump sum, or monthly payments to cover the care costs whilst the property is being sold to avoid any long delays.
Wills and Lasting Power of Attorney – We recommend solicitors who are regulated by the Law Society as being familiar with the affairs of the elderly who can arrange legal services, wills and set up a suitable Lasting Power of Attorney.
Inheritance Tax Planning - Ensure that your hard earned assets are passed directly to your beneficiaries, with the minimum of Inheritance Tax deducted. Our qualified advisers can calculate the potential liability to tax, and suggest ways to mitigate this liability.
Selecting the right care home – If you are yet to decide upon the most suitable home for receiving your care, you will find that our partner company offers invaluable guidance.
The link below to our Partner Companies may also be useful
If you have any questions, or to discuss your circumstances in complete confidence without obligation or cost, please call us on 0845 077 5655 or email us
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- One of the leading national care fees planning specialists