Later Life Planning
Better medical care, modern technology and healthier lifestyles have had a dramatic and positive impact on our longevity. We are now healthier and living longer than anytime in history, and that opens up the door to possibilites that could only have been dreamed about by our predecessors.
But although an increased life expectancy is generally a good thing, many people now have to make difficult decisions about their financial position that were largely inconceivable a couple of generations ago. Our independent financial advice services can help you plan for, and adapt to, your changing investment planning, long term care and estate planning needs. We can also help you with equity release to either support you or enhance your lifestyle.
More leisure time?
Our later years have now become more active years. Whilst hiking in the mountains might not be your own personal 'cup of tea', many people are trying out new things, new sports, and taking more adventurous holidays than they might have expected to take years ago.
Our later years have now become more active years. Whilst hiking in the mountains might not be your own personal 'cup of tea', many people are trying out new things, new sports, and taking more adventurous holidays than they might have expected to take years ago.Of course, this is only possible if you have the income to support it. Financial planning in later life is becoming increasingly complex and you may be concerned about how much you will need to fund long term care, or how much inheritance tax will be paid when you die. We understand the issues, and will take the time to understand your aims and to explain your options clearly, so that you will feel secure in the knowledge that your later life arrangements are well managed. We understand your concerns for the future - but we also like to see our clients enjoying life to the full while they can.
We will help you to achieve the right balance.