Later Life Planning in Harborne
we are living longer but what are the consequences?
Later Life Planning
Later Life Planning in Harborne
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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A plain-English guide for families thinking about what they will leave their children.
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.
We help individuals and families in Harborne with later life planning. Our chartered financial planners can meet you at our office or at your home, or talk to you by video call, whichever you prefer.
What does later life planning involve for someone in Harborne? 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.
A lot of our Harborne clients come to us with the same question: what happens to what I have, and how do I make it easier for my children? We start by listening. Our page on estate planning explains how that works.
Ready to talk about later life planning? For Harborne clients the first step is simple: call 01332 551155 or send us your details. We begin by listening, with no pressure and no hard sell, and there is no set process to follow.
Our main page explains later life planning in full. You can also look at estate planning in Harborne, or visit our financial advisers in Harborne page for the wider picture in Harborne.
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.