Long term care advice

Care Fees PlanningAt long last the public and local authorities are realising that care fees planning is available to assist and guide a family caught up in this situation. Elderly care generally is split between that provided in your own home, or when a nursing or care home is required. The latter is often described as long-term care.

Care fees can be substantial. The public have differing views on whether they or the government should be responsible for the provision and costs. Legislation is complicated and there is often a misunderstanding regarding the differences between inheritance tax rules with those for care fees.

All of our care fees advisers have taken specific training and exams to practice in this area. In addition, some of our advisers are Society Of Later Life Advisers (SOLLA) accredited. As well as strong knowledge, SOLLA accredited advisers are trained in understanding and empathy for the older client.

Paying for Long Term Care

True Bearing advises personal clients, care home owners, care firms, and attorneys. We understand that paying for long term care can put families under pressure.

Care fee planning can include the future paying of care fees in a tax efficient manner. The certainty of being able to meet future care costs can be improved.

Please leave your details on our contact form, if you wish to speak to a care fees adviser.

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What our clients are saying about us

Julie guided us through the process of purchasing a suitable annuity to meet the shortfall in my mother’s income to meet my mother’s Dementia Care Fees. Julie met my mother in the earlier stages of her illness and was able to assist me to take the necessary steps to gain Power of Attorney. I am happy to recommend Julie without hesitation, and consider her to be a trusted family friend, who I can call on if I need to at a future date.

C Smith, Liverpool

I have recommended Mark O’Neill of True Bearing Chartered Financial Planners to my residents and their families for several years. I view the specialist Care Fees Planning advice that he provides as a valuable service that I can offer my residents, and anyone we encounter with financial concerns. I have been particularly impressed with the very professional, high qualified and independent advice that is provided. I would not hesitate to recommend Mark to anyone wishing to plan for privately funded care fees, and to safeguard their assets. We have received excellent comments from clients who have already been assisted.

Mr G Hill, Director, Lancashire Care Association Owner, Commill Nursing Home, Garstang

Our Independent Financial Advisers

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Call us on: 01257 260011, email: contactus@truebearing.co.uk or click below to send an enquiry

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