Later Life

Expect the Unexpected

Financial advice can be daunting at the best of times and even more so when it comes to planning in later life. Forward planning means staying in control of decisions which might need to be made on your behalf in the future. The complexities of the many decisions you or your family may face, when looking at issues such as care funding or equity release, requires thorough review. Independent financial advice should help you make clear and informed decisions knowing that you have all the information and options presented to you in a way that helps you make educated choices. Together we will draw up a plan to ensure any ongoing care and individual needs are met, with any remaining assets passed to your beneficiaries in the most tax efficient way.