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Later Life Planning

 

We ensure that  you are using  your tax allowances, your income and capital growth prospects are balanced between what you may require during your lifetime, how to pass assets to your chosen beneficiaries , what taxes your beneficiaries may have to pay, and the possibility of needing care in later life.

Long Term Care is the provision of personal and nursing care for people who are unable to look after themselves, without some form of help, for the foreseeable future.

The issue of long-term care costs is never far from the headlines.

Many people are concerned at the prospect of having to spend all of their money on care and leaving their children with little, or no inheritance. Even if inheritance is not a priority, you may be concerned as to how you may fund your own care, protect your independence and avoid being a burden on your family or partner.

I can guide you through the costs involved, entitlements frorm the state, means testing, how to protect your assets and funding solutions.

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RB Financial is a trading name of Bob Barnett Limited which is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 498568

RB Financial, Independent Financial Adviser, Life assurance, Pensions, Mortgages, Corporate, Tax planning, director benefits, employee benefits, benefit trusts, death-in-service benefits, long-term disability insurance, private medical insurance, Keyman insurance, shareholder insurance.