Later Life Planning in Matlock
we are living longer but what are the consequences?
Later Life Planning
Later Life Planning in Matlock
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.
For individuals and families in Matlock, AMG Wealth offers later life planning advice from chartered financial planners. You can meet us at our office or at home, or choose a video call, so the first step is easy to take.
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. Whatever your situation in Matlock, we begin with what you have and what you want.
Most of the people we work with in Matlock want to leave an inheritance for their children and want to get it right. We go through what you have, what you want to happen, and what that could mean for tax. There is more on estate planning here.
A first conversation about later life planning in Matlock starts with us listening. There is no predefined process, no time pressure and no hard sell. To book, call 01332 551155 or send us your details.
Want to read more about later life planning in Matlock? Start with later life planning, then see estate planning in Matlock or financial advisers in Matlock.
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.