Planning for later life

Long-term care planning means taking the necessary steps to ensure you have a plan in place in case you need care support in the future. We’re here to make sure that you are informed and financially prepared for different scenarios.

With equity release you don’t need to sell your property within your lifetime or move home to meet the costs of care. However, such potentially large benefits come with drawbacks too, which means equity release doesn’t work for everyone. Our advisers will help you assess its suitability for you and identify other solutions if it isn’t what you need.

True peace of mind is only possible when you know your affairs are in order and that those you love will be looked after when you’re gone. While making a will is essential, full estate planning encompasses much more, such as financial gifting. We’ll help you ensure your wishes are known and enacted, and that your wealth is passed on to those you intend.