Independent financial advice - planning for long term care

At Birkett Long, financial advice goes hand in hand with legal advice to give you a joined up service.

One of our team will meet with you and your family to obtain the full picture regarding your existing financial arrangements and your future, or immediate, financial needs. We recommend products that meet any immediate requirements, before moving on to look at arrangements that provide a regular income to help with any ongoing shortfall between income and expenditure. Many people are responsible for their own care fees and seeking independent financial advice is vital - whether funding is required immediately or you are planning in advance for later life.

As in Tom’s story, and as my colleague Kurt explained, in some cases the individual’s property may have to be sold to allow them to move into care. We work with our legal colleagues while the property is being sold and can advise on how best to invest the funds from the house sale.

We always advise on the most tax efficient arrangements, taking account of any government benefits you may be receiving.

Members of our team hold the Certificate in Long Term Care Insurance and have over 25 years of experience in giving independent financial advice. Using Birkett Long gives you the advantage and benefit of keeping all your legal and financial arrangements under one roof, and knowing you are receiving expert, specialist advice.

I can be contacted on 01206 217308 or