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If the time has come to consider a move from your own home, and assisted or sheltered accommodation is not appropriate, then a move into a Care Home may be the answer. This needs careful consideration at this important and often emotional time.
Costs of full time care can be expensive and may need to be provided over many years.
Often, a family home may need to be sold in order to release capital which can secure an appropriate care package, either by constructing a financial portfolio and/or considering the purchase of a Care Annuity.
Wherever possible recurring and ongoing fees can be arranged to be settled by payment from income generated from invested capital rather than from the capital itself. Either way, your individual needs will always be respected and your plan will reflect the importance of retaining the flexibility to meet any future changes in personal circumstances.
Steve Tait
An accredited member of SOLLA
Our financial advice is derived from a particular understanding of this process and is enhanced and supported by the membership and accreditation gained from SOLLA, The Society of Later Life Advisers.
This will also include guidance and advice on administration, liaison with the care home, State benefits advice and the legal considerations, to ensure a worry free process.
We will create an appropriate and robust financial plan to give you peace of mind now and in the future, whilst allowing for flexibility as your needs change.
Steve Tait
An accredited member of SOLLA
For information on Savings, Investment Services, Taxation, Later Life provision or any aspect of financial planning and advice please call Steve Tait, your local IFA in Lincolnshire or complete and submit your details on the form below:
Advising Clients in: Doncaster • Gainsborough • Hull • Lincoln • Newark • Retford • Sheffield • Scunthorpe • Worksop
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