Wessex investment Management

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T: 0800 652 8455

E: advice@wessexim.co.uk

Later Life Planning

Even with the best planning there are occasions when you may face a retirement income shortfall or need to meet an unexpected expense.

later life planning

Later Life Planning

Equity Release

Even with the best planning there are occasions when you may face a retirement income shortfall or need to meet an unexpected expense. One of the options available is equity release. It could allow you to unlock some of the value you've accumulated in your property without having to move. There is however much to consider and assess. Speaking to a qualified adviser who understands what is needed and can review all the options available is crucial to making the best decision and determining the most appropriate course of action.

Using your home as a way of raising capital is a lifetime commitment and may involve a lifetime mortgage or a home reversion plan. Equity release though is not right for everyone. It may reduce your entitlement to state benefits and will reduce the value of your estate.

Long Term Care

We all know that the cost of care in later life can be expensive whether it is for you, a spouse or parent. It is important to know the facts.

1. How much will be needed to pay for long term care?
2. Can you qualify for NHS continuing healthcare?
3. What is the situation with the local authority funding for long term care?
4. Can you afford to self fund? What happens when you cannot?
5. Are there benefits to which you might be entitled?

A qualified specialist care fees adviser can help assess and understand your needs and circumstances and determine what is suitable for your needs; whether it is affordable now and in the future and ensure it is compatible with your attitude to risk and financial priorities.

Wessex Investment Management's advisers will help guide you through the maze of legislation, benefits and investment options to help you make an informed decision that is right, not just for you, but your family too.

Head Office

The Wincombe Centre,
Wincombe Business Park,
Shaftesbury, SP7 9QJ

Tel: 01747 859 411
Fax: 0870 460 1279
Email: advice@wessexim.co.uk

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