Our objective is to provide a comprehensive service that is delivered by experts that really understand their subject, so that you don’t have to. Intelligent advice to help you make good financial decisions
Care Fees Planning
The truth is that if you plan for care fees for you or your family you will have more choices when the time comes to receive care. How it’s delivered, where it’s delivered and in what way it’s delivered is always more flexible when you come to pay the bill. However, the decision to make provision for care fees is always the first step in the planning process.
How you fund is about choices
There are any number of ways to make provision for later life care for you or family members. Each depends on your personal circumstances, the bigger financial picture and the type of care that might be needed. It’s a subject we often prefer to sweep under the carpet, but the need for later life care is more common as we live longer.
Planning for Care Fees is essentially a method by which you save for care or release asset value to do so. That means applying the same logic we apply for any form of savings plan. Understanding your tax status is important and the regime that is specific to this type of financial planning.