Care Home Funding

Our recommended specialist Independent Financial Advisers are specifically qualified to provide dedicated long-term care funding advice.

 

Advisers collaborate by working closely and sensitively with all key family members to help with their need to make the right decisions, based on their own family's individual circumstances.

Help is provided in the following areas:

  • Explain the local authority assessment criteria for long-term care.
  • Advise on how to obtain any funding you might be entitled to from the local authority, health authority or DWP Benefits Agency.
  • Recommend funding alternatives to meet personal requirements.
  • Advise on how to reduce the cost to your estate.
  • Aim to reduce any potential IHT (Inheritance Tax) where possible.
Care Fee Planning

The main aim of our service is to enable elderly people to meet their care costs for life whilst, as far as possible, preserving their original capital, independence and ability to leave an inheritance.

 

Our recommended advisers will put together a comprehensive package of measures to assist in every aspect of long-term care planning. Typically this will cover existing investments, property ownership and immediate care plans.

 

There is a great deal of legislation that must be taken into account before any decisions are made. We feel it is crucial that advice is provided by a qualified IFA regarding this area of financial planning. 

 

If you would like to speak to an approved adviser please enquire through our site.