Long Term Care Planning

We’re all living longer. There’s a good chance you, or someone you know, is going to need some form of care in the future. That’s why building Long Term Care into your financial plan is an increasingly important part of planning for later life.

We work with clients and individuals who hold Lasting Power of Attorney for their loved ones to plan for their future, whether that is covering the cost of care or paying for nursing home fees. These costs can be significant, so it’s important to get it right and make sure you are suitably prepared.

We also offer a Long Term Care planning report service. We will use our expert knowledge to ensure:

You’re aware of the funding options available to you
You have a long term care plan in place which suits your financial situation so you can comfortably support yourself in the future
You are aware of any inheritance implications your long term care plan may have for your family
You are aware of any tax implications.

We’re members of Dementia Action Alliance

Sadly, dementia is something we come across more and more frequently. We’re members of Dementia Action Alliance and all our staff are Dementia Friendly trained to give them awareness in this sensitive matter. We like to be proactive in supporting our clients before care is needed, but wherever possible we also involve the client’s family, children, close relatives and friends, so they can help support the client with dementia, and their carer.

We’re working towards SOLLA accreditation

Ralph and Julie are members of the Society Of Later Life Advisers (SOLLA). The aim of SOLLA is to raise awareness of potential financial issues in later life and help consumers find a local adviser who is well-qualified to provide advice for older people and their families.

We’re working towards full SOLLA accreditation. We believe this will help give you the peace of mind that we have specialist knowledge of this ever changing sector and can help you every step of the way.