Long term care funding
The UK care system can be extremely
complex, especially to those who are new to it.
What will the state provide? How do I get
the right type of care? What is the best way to pay for care? These fundamental
issues can be confusing and costly without the right help.
Our main aim is to help guide you through
the financial problems that requiring care can bring. We offer information and
advice on the best options available for people;
·
Going into care themselves.
·
Arranging care fees for others going into care
(including working with Enduring Power of Attorneys).
Our services include advice and
implementation for the specialist, tax-efficient Care Fee Annuities, as well as
other investment options, such as low risk Investment Bonds. To speak to a
specialist Care Consultant, please call us on 0845 603 1177.
Ongoing investment reviews
We can provide a comprehensive service for
all clients who buy an investment-linked retirement pension, such as Income
Drawdown. Through our ongoing reviews, we will ensure that any changes in
circumstances and or objectives can be reflected in your ongoing arrangements.
This service includes assessment of changing legislation, as well as
performance reviews of your fund holdings.
We may also be able to help you structure
your other investments and assets to make sure they are aligned with your
attitude to risk and objectives.
In particular, we help many people invest
the tax-free lump sum from their pension, and those seeking a low-risk income
stream to top-up pension income. Please call us for further information.