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Helping you shape your life's journey, how you want it.
As you enter the later stages in life, you will be thinking about how you can make the most of these years. Inheritance tax planning may play heavily on your mind, as the tax burden can be high and you want to safeguard as much as you can for your loved ones.
When considering how you need or want to live, whether downsizing, seeking equity release or funding care when the need arises, the financial complexities can be daunting.
Financial advice at this stage can be such a relief to help you make informed decisions.
Many people today are seeking alternatives to retirement homes with sheltered accommodation and supported living options becoming more flexible, sophisticated and attractive.
You’ll want to ensure you have the financial security to make the choices you want to for you and your loved ones.
Healthcare can also now come to the fore.
You may be faced with health situations where you need to reach outside the NHS with private healthcare cover, or you may be looking specific or alternative arrangement for care and support either at home or other “live-in” options.
In any event, sound financial advice is certainly something you should consider.
To start putting your financial plan together, contact our team of experts today.
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