In addition to arranging the Care Fees Policy, we also provide a one-stop approach, to help you organise the following additional requirements:

Financial Planning: 

Fully qualified Financial Advisers are available to review all your

current financial arrangements, and ensure you are maximising your

capital growth and income potential.

Property Sales:

Where you are selling a property to provide the premium for

the Care Fees Plan, we can refer you to a specialist company who

will reduce the stress by organising all aspects of the sale for you.

This includes the option to release up to 80% of the valuation price

prior to sale, to help make your move into your chosen Care Home

without any long delays. (please note a charge will be made by

the lender for the '80% release' option)

Wills and Lasting Power of Attorney:

Legal services from solicitors familiar with the affairs of the elderly

who can arrange Wills and set up a suitable

Lasting Power of Attorney.

Inheritance Tax Planning:

To ensure that your hard earned assets are passed directly to your beneficiaries, with the minimum of Inheritance Tax deducted. Qualified advisers can calculate the potential liability to tax, and suggest ways

to mitigate this liability.

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