Advice
We will explain what your options are and help you understand how quickly fees can increase and erode your life-long savings. We can help you to find tax-efficient ways of capping costs which could include care fee annuity products.
Later life planning is more important than ever.
There are so many different care choices within the NHS, and private care can be very expensive.
At Eames Laurie we can help you to manage your finances, should you be required to pay for your care later in your life.
We will explain what your options are and help you understand how quickly fees can increase and erode your life-long savings. We can help you to find tax-efficient ways of capping costs which could include care fee annuity products.
We can help you find a way to fund long-term care that is suitable for your needs. Care that is affordable now and in the future, and works with your financial goals.
We will implement our recommendations and make sure your finances are used in accordance with your instruction.
On-going reviews of your later life products are vital to make sure they are still suitable and where possible, help to avoid you running out of money should you need long-term care.
That means that more of us are needing some form of care. Whether that’s in a care home, residential care or retirement village.
Spending time planning while you’re still able, gives you greater control over your later life.
We can help you to put a plan in place that will help pay for your care, and protect your family from having to make tough decisions on your behalf.
The products and services promoted here are not part of the 2plan wealth management Ltd offering and are offered in our own right. 2plan wealth management Ltd accept no responsibility for this aspect of our business. These products are not regulated by the Financial Conduct Authority.
You should set up a lasting Power of Attorney while you're able. Your Power of Attorney will manage your financial affairs when you become unable to.
Your spouse or family does not have automatic access to your finances should you become incapacitated, if no Lasting Power of Attorney exists.
Make a Will and keep it updated. Your Will makes sure your beneficiaries inherit your estate according to your exact wishes. You will need to speak to a solicitor or Will writing specialist.
When you add everything up, you may be surprised that your estate is larger than you think. That’s why it’s so important to have a plan for what you’d like to happen to your estate in later life.
More on Estate PlanningLife Insurance and protection will provide financial security for the people who depend on you when you're no longer able.
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