chris and elderly lady in dialogue china doll hands

At Care Planning Associates Ltd, we specialise in long term care financial planning. Offering a friendly and confidential service either at our offices or in your own home, we will provide a report detailing financial needs and recommendations, based on your own personal situation.

As specialists in the field of long term care planning, we have close links to care homes, solicitors and estate agents to ensure that all the professional services you need are experts in providing the help and advice at this sensitive time.
We will help you negotiate with the governmental agencies to ensure you are maximizing the support available, such as claiming attendance allowance, nursing care contributions, the 12 week housing disregard and any other state benefits.

Typical problems and issues we can help you with:

  • Finding the right care home
  • Applying for state benefits
  • Identifying the best way to fund care
  • Importance of wills and power of attorney
  • Inheritance tax planning
  • Protecting your assets for your family

What we aim to do:

  • Assessment of your financial needs
  • Shortfall analysis
  • Advice on state benefits
  • Provide independent financial advice and product selection
  • Tailor made personal report and recommendations
  • Offer ongoing advice and reviews

    • As specialists in long term care planning, Care Planning Associates Ltd offer a complete comprehensive service.
    For a free initial confidential review or how we can help you, please contact us today.

CASE STUDY 1

We had to find a nursing home which was very upsetting for the family. It was such a shock to discover we had to pay £650 a week and we didn’t know how long dad’s money would last.

We didn’t know if we should rent out the house or sell it and how much the local authority would pay towards care.

When we first contacted CPA they gave us some practical free advice and just talked to us about our options.

Later when dad had settled in to a nice home Chris from CPA met us to work through the options we had to pay for care.

We then decided to use CPA to set up a care funding package for dad.

CPA charged a fee for their work rather than taking commission which we were very pleased about and they will now oversee everything for us in to the future which is important to us.