Later Life Planning

We are all living longer and for many of us our retirements may last as long as our careers. However, with life expectancy increasing it is likely that more and more of us may need some form of long term care in the future.

Funding Long Term Care can take many forms and may be pre-planned or only addressed when the need arises.  It may mean some care at home, sheltered housing or full residential care.

After we have retired we are likely to be living on a fixed income and have a lot of your wealth tied up in assets such as annuities or property.

Areas I can help with Later Life Financial Planning:

• Pension Reviews
• Equity Release
• Planning for Long Term Care
• Will Writing
• Investment Advice
• Inheritance Tax Planning

Please contact me if you would like to discuss any of the above areas with me.

NB: The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested. Past performance is no indicator of future performance, and investments can go down as well as up. The FCA does not regulate trusts and some forms of offshore investment and inheritance tax planning.