Later Life Planning in Dronfield
we are living longer but what are the consequences?
Later Life Planning
Later Life Planning in Dronfield
As life expectancy continues to rise, it’s only natural to be concerned about the financial implications of living longer. At AMG Wealth Management we help families plan for a time when they might need a guaranteed income to cover care home fees, guiding them through the pros and cons of different funding solutions.
The complexities of long-term care can be daunting and you may be faced with difficult decisions about your future or the future of a loved one. We are here to provide the advice and support you need to make the right choices based on your personal circumstances.
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Later Life Planning
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Later Life Planning
As life expectancy continues to rise, it’s only natural to be concerned about the financial implications of living longer. At AMG Wealth Management we help families plan for a time when they might need a guaranteed income to cover care home fees, guiding them through the pros and cons of different funding solutions.
The complexities of long-term care can be daunting and you may be faced with difficult decisions about your future or the future of a loved one. We are here to provide the advice and support you need to make the right choices based on your personal circumstances.
Planning for later life gives you confidence that you will be able to afford the best possible care for as long as you need it. You can also make sure that you keep control of your finances as you grow older, taking advantage of strategies such as gifts and trusts to reduce or potentially eliminate your exposure to inheritance tax.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Looking for later life planning advice in Dronfield? AMG Wealth works with individuals and families, and every meeting can be at our office, at home or by video call. You decide which of the three suits you.
As life expectancy rises, it is natural to wonder what living longer could mean for your finances. Later life planning looks at care costs, the funding options available and how to keep control of your money as you grow older. If you are in Dronfield, an adviser can go through what that means for you.
Mostly, the people we help in Dronfield are planning an inheritance for their children. They want to know it is set up properly and that their family will not be left guessing. Our estate planning page explains what is involved.
In Dronfield our first conversation about later life planning is unhurried. We start by listening, and you will not meet a hard sell or a predefined process. To speak to an adviser, call 01332 551155 or send us your details.
Want to read more about later life planning in Dronfield? Start with later life planning, then see estate planning in Dronfield or financial advisers in Dronfield.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances. Trusts are not regulated by the Financial Conduct Authority.