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

May is 86 and we have known her over 7 years. She lived in sheltered accommodation when we were first introduced but needed closer supervision. We have helped May to sell her home, put in place a will and power of attorney through local solicitors. We have helped May find suitable accommodation within a residential home. We rearranged her finances so that she can afford the care she needs in the environment that she has chosen. We have given May the confidence and ability to live well and happily.

Sadly May is getting more and more forgetful and knows it. So after talking it over with her we have helped her to activate her power of attorney. Now she does not have to worry about the decision making process for her affairs or finances as her solicitor deals with these. We make sure May receives all the benefits she is entitled to and either see May or talk to her regularly to keep her informed so that she feels valued and in control.