Our Services  /  Care Fees Planning

Why do you need to protect your business?

You may be visiting this site because you are concerned about planning for the care of your parents or a close relative.

We understand that this will be a difficult time for you with important decisions that have to be made regarding finances and the type of care to provide for the person in need.

Our objective is to enable people to make these decisons, with the peace of mind that they will be able to meet rising care costs indefinitely whether care is needed now or at some time in the future.

As members of SOLLA we have experience in planning of care fees, the required levels of knowledge and qualifications and the empathy to recognise the emotions associated with placing a family member into care. In recognition of this, our Accredited Advisor Sandy Lowth has been awarded the SOLLA Retirement Standard Award.

We cover the following topics when we meet with a client

  • The different types of care available

  • The legal power to act for the person needing care

  • The options available for funding care fees

  • Questions relating to the use of property and equity release schemes

  • Government legislation

  • The role and responsibility of the local authority

  • State benefits that are available and how to claim for these benefits if applicable

  • Estate planning including Wills and existing trust arrangements

We understand that if you are sorting out the finances and care for a relative or friend you may feel concerned about the responsibility resting on your shoulders. As experienced financial planners we are there to guide you through the complex legislation and present you and your family with a comprehensive report detailing all your options and the advantages and disadvantages of each option.

You may decide to do nothing at all but you will have at least explored every possibility and made a truly informed decision, having considered all the facts.

The Next step
We would be delighted to meet with you and discuss your concerns and circumstances. We treat each person's situation as totally unique, taking into account the input of any existing advisers and family members. The first meeting is at our expense and with no obligation to take matters further.

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