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Later Life Planning

Are you currently receiving later life care or do you have a family member that may need some later life planning soon?

Old Mill are Chartered Financial Planners with a specialist Later Life Team. Whether for yourself, your parents or another loved one, we can help with advice and guidance on planning care and other later life matters.

We can also help you to understand The Care Act 2014 and how it can be used to help you by providing advice on:

  • How to optimise the use of the financial resources when planning your care needs
  • How to plan to ensure you will always be able to pay for the care you require, or at least allow the money to last as long as possible
  • How assets can be used to pay for care and structured to assist in leaving an inheritance
  • Advice on investments in later life
  • Inheritance tax worries and how this can be reduced
  • Investments for the elderly
  • Releasing capital locked into your home (equity release) to help pay for care or other planning needs
  • Who is responsible for your welfare and provision of your care needs
  • Who is responsible for paying for the required care
  • Where to go for assistance if you want to stay living at home
  • What the general procedures are to be assessed and have a care package provided

Old Mill believes that effective working relationships come through effective personal relationships. The first step is a no obligation initial appointment to meet you and discuss your individual circumstances to work out which of your needs we may be able to help you with. Please contact either Chris or Carolyn who will be happy to discuss your situation in more detail. 

Need further help with Later Life Planning?

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