Later life planning
Ashcourt Rowan Financial Planning Limited
Planning ahead, Long Term Care
If a relative or loved one needs Long Term Care, it can be hard to deal with the emotional and lifestyle consequences – let alone the financial and legal implications.
Our team of specially trained advisers has extensive experience working with clients who are thinking about making Long Term Care plans for the future. We can help you understand the options open to you, both personally and for your money.
At the same time, we can also advise on other matters that may affect Long Term Care arrangements, such as:
- Associated state assistance, such as benefits and NHS Continuing Care
- Inheritance Tax and estate planning
- Maximising income from your investments for the future
Contact us if you would like to talk about Long Term Care arrangements for yourself, or discuss options available for a family member who may benefit from our guidance.
SOLLA Accredited Adviser available
The Society of Later Life Advisers (SOLLA) was founded in 2008 and is a not for profit organisation. It is committed to ensuring that consumers are better informed about financial issues in later life and can readily find an accredited adviser. All SOLLA accredited advisers are qualified specialists in advising older people on financial matters, and they adhere to a strict code of conduct, placing the needs of the older or vulnerable person first.
Success Stories
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Persistence pays off…
David Arnold, of Dorset, came to see us just as he was approaching retirement. Like many of our clients, David had...
