Later Life Planning in Newark and Sherwood
we are living longer but what are the consequences?
Later Life Planning
Later Life Planning in Newark and Sherwood
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.
Looking for later life planning advice in Newark and Sherwood? 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. Whatever your situation in Newark and Sherwood, we begin with what you have and what you want.
If you live in Newark and Sherwood and you are thinking about what your children will inherit, that is exactly the kind of conversation we have most. No jargon and no hard sell. See estate planning for how we approach it.
What does a first conversation about later life planning look like for clients in Newark and Sherwood? We start by listening, with no predefined process, no time pressure and no hard sell. Call 01332 551155 or send us your details to arrange it.
You can find our main page on later life planning. For Newark and Sherwood, you may also want estate planning in Newark and Sherwood or financial advisers in Newark and Sherwood.
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.