Stress-free care plans
Long-term care financial planning is a specialist but potentially complex task. You can approach this with confidence, knowing that members of our team are accredited members of the Society of Later Life Advisers (SOLLA) . This formal regulatory examination qualifies them to give you specialist advice in this area.
Your personal Wealth Planner can help you plan for care costs both today and in the future. You’ll also benefit from unbiased guidance on tax planning and annuities (a type of insurance that provides a regular income), ensuring you get the best care possible without creating a greater financial burden.
Common questions on long-term care planning
Planning for long-term care can feel full of uncertainty: many of us don’t know how much we’ll need and for how long. Your Wealth Planner can help you review your options, whether you’re considering care at home or planning for care home costs. For example, a cash flow modelling session can help you prepare for different scenarios, see what works best for you and spot opportunities to maximise your income to afford fees.
It's wise to plan for long-term care as early as possible, ideally in your 50s or 60s. But we can support you at any time. Our Wealth Planners can help you look at your options for care funding, insurance, and Trusts - ensuring you’re financially prepared, your assets are protected and that they’re aligned with your long-term goals.
To help you find out, we can assess your finances, factoring in assets, income, care costs and potential benefits. This will create a sustainable plan for long-term care, exploring funding options so you can cover costs while protecting your financial wellbeing and legacy.
