Later Life Planning in Shenstone
we are living longer but what are the consequences?
Later Life Planning
Later Life Planning in Shenstone
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.
free guide
our free inheritance tax guide
A plain-English guide for families thinking about what they will leave their children.
Later Life Planning
feel at ease from the moment we meet
accountability
the personal touch
joined-up advice
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.
Our advisers work with individuals and families in Shenstone, and later life planning is one of the services we offer. Meetings take place at our office, at your home or by video call, as you prefer.
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 Shenstone, an adviser can go through what that means for you.
Most of the families we help in Shenstone are thinking about what they will leave their children. It might be a house, savings, a business, or all three. We talk it through with you and set out your options one step at a time. You can read more about estate planning.
If you would like to arrange a meeting about later life planning in Shenstone, call 01332 551155 or send us your details. Expect us to listen first. There is no predefined process, no time pressure and no hard sell.
Want to read more about later life planning in Shenstone? Start with later life planning, then see estate planning in Shenstone or financial advisers in Shenstone.
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.