Preserving independence and dignity later in life

We understand that each phase of your life can bring its own unique challenges and problems – and no more so than coping with the inevitability of getting older.

Whether that is succession planning for a family business, building a secure retirement income, finding ways to protect assets for future generations or planning to meet the needs of long-term illness, nursing home or care fees.

Starting the conversation and planning ahead for later life is important.  Whether you are supporting a relative in need of immediate assistance or thinking about your future, we can assist.

If necessary, mediating discussions with family members, and other professional representatives as needed.  Ensuring that if or when the time comes, you and your loved-ones are secure financially and receive the best care possible that respects everyone’s personal wishes.

Fully reviewing your personal situation, we can help you to:

  • Protect your wealth from taxation and care fees by advising and implementing financial solutions around asset protection trusts, gifting assets, low risk investing and tax efficient investments
  • Release the equity tied up in your home so that you can enjoy its value right now.  We also advise on lifetime mortgages and home reversion plans
  • Ensure your financial and personal affairs are in good order through estate planning.  Working with your solicitors we can assist with wills, statutory wills, lasting power of attorney, deputyship in the court of protection and probate
  • Understand the care funding system and prevent rising care costs eating into your hard-earned assets and capital and identifying any financial assistance that is available

 

Accredited by the Society of Later Life Advisers (SOLLA) logo transparent

Albert Goodman has dedicated chartered financial planners that are qualified in later life and care provision.  Being SOLLA accredited means we have specialist knowledge and can be trusted to explore all of your care planning options

Get started today

Contact us today and speak to our expert team to get started