Later life

Hopefully you will live to a ripe old age having enjoyed your retirement to the full. However as you get older you may have more health issues; are more dependent on others and may have more need for advice if you are feeling less confident about making decisions about your finances.

You may need help to think this through:

  • Ensuring any increased income needs can be met from your savings
  • Finalising and implementing any planning choices around care
  • Seeing the positive impact of legacy and estate planning by passing wealth on to your family if appropriate
  • Potentially releasing further income from your home to fund care costs

We may now be dealing with whoever has delegated responsibility for dealing with your finances as your plan draws to a conclusion. We will continue to act as your trusted adviser to help you or your carers make the right financial decisions for you so you have peace of mind that your finances are in good order.