Later Life Planning

There may be a time when you or an elderly relative may need to consider the implications of long-term care either in your own home or a residential care home.

The UK care system is complex, and you will be faced with important choices. Getting the right advice is essential.  Your Succession Wealth Planner will help you to:

  • Understand the care funding rules
  • Understand the assessment procedures and the importance of this in relation to care funding
  • Understand the benefits available and their role in reducing the cost of care
  • Understand the rules regarding property
  • Understand the financial products available and make appropriate recommendations to help you to achieve your care funding objectives
  • Understand the role and responsibilities of an attorney, the rules regarding Powers of attorney and the role of the Court of Protection