Care Fees Planning

Is one of the very complex planning situations all of us face. It’s more complex than inheritance tax planning, setting up a pension or buying your home.  In fact it’s probably one of the most complex financial decisions you will have to make.

Noting that, you should know that there are a couple of basic principles applying, and once you know what these are things fall into place.

The 2014 Care Act changed many things for you and me, along with changes for our parents that need some form of long term care, and my experience is both as adviser and consultant to my clients and also because I have recently had to deal with Care Fees Planning for my in-laws. You could call that first hand experience.

I offer a one hour telephone/skype conversation about this issue and cover all you need to know.

Why Probate Trusts won’t work. 

Why Giving Assets Away will cause further problems.

What Are The Local Authority Obligations To You.

You’ll leave the conversation with the working knowledge required, and understanding of the rules and regulations; along with some short cuts and ideas to move forward. Importantly I outline why you need to ignore what you local Will Writer or planning tells you, many of them are advising on

Importantly I outline why you need to ignore what you local Will Writer or planning tells you, many of them are advising on high cost plans that just won’t work.

There is a small charge for this hour, with guarantee of at least 10 times cost in terms of value. You could take months to find out this information and spend hours trawling the internet.  I will also provide you with unlimited follow up.

The link is below, payment by direct debit protects you and me. I don’t get access to your personal information, which means I can’t run off with your money.

CareFeesPlanning-Advice Hour

 

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