Care Fees Planning

We specialise in advising on the complex area of care fees planning. Our aim is to help individuals that need care (together with their families) understand the implications of care requirements, with an emphasis on straightforward solutions to the costs of paying for care.

Care Fees Planning

We specialise in advising on the complex area of care fees planning. Our aim is to help individuals that need care (together with their families) understand the implications of care requirements, with an emphasis on straightforward solutions to the costs of paying for care.

Our service includes:-

Assessing your current & future needs
Identifying any funding shortfalls and advise on the best way to deal with this
Advising on relevant State Benefits and provide an explanation of entitlements
Guidance on Estate Planning, Wills and LPAs’
Inheritance Tax Planning

The Financial Conduct Authority does not regulate taxation & trust and will writing.

Factsheet Click here for more information on Care Fees Planning
Factsheet Click here for more information on making a Will
Factsheet Click here for more information on Lasting Powers of Attorney (LPAs)

Services For You

Retirement Planning

Expert advice to ensure your retirement is plain sailing.

Investments & Savings

Helping you to plan your finances to suit you, your lifestyle and budget.

Mortgages & Equity Release

Making sure buying a house is as hassle-free as possible.