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

Financial Planning: 

Fully qualified Financial Advisers are available from our

partner company, 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 options for Bridging Loans (either as a lump sum, or regular payments to cover the early care fees) to help make your move into your chosen Care Home without any long delays.

Wills and Lasting Power of Attorney:

Legal services from solicitors, regulated by the Law Society

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.

Links

The following links may also be of assistance:

YourCareHome.co.uk

Sunrise Senior Living

Draycott Nursing

[please note that the advice under the above areas is provided by our

specialist partner firms, rather than by Care Fees Investment Ltd]