Financial Planning for later life - Online Care Fee Planning Event - Barchester Snowdrop Place Care Home

Date: Thursday 24 Jun 2021

Organiser: Barchester Snowdrop Place Care Home

On Thursday 24th of June at 2.30pm we are hosting a zoom event discussing financial planning in later life. We have teamed up with Matthew from Apex.

Matthew is the Director of Apex Financial Services. He has been a member of SOLLA (Society of Later Life Advisers) since he joined the Financial Services Industry back in 2015. Only a small percentage of advisers (around 3%) hold this qualification, which demonstrates Apex’s commitment and expertise within the Long Term Care sector.

Paying for care can be one of the most expensive commitments many families ever have to make, yet there is very little formal help and advice available. Over the years, care fees can quickly mount up and often this can have a depleting effect on available funds. Nobody wants to see an individual's entire wealth spent on care fees, yet often it is not until the money runs out that they discover they did in fact have choices. Throughout our lives we are accustomed to seeking professional advice for financial decisions such as mortgages and pensions. Effectively planning for care fees is equally, if not more, important.
Key benefits to working with us:
•   Understand the care system and how it works
•   Understand the choices you have in relation to paying for care
•   Meet an expert in the industry, with no cost to review your options
•   Opportunity to access holistic financial advice, with all aspects considered such as Inheritance Tax & Investment Planning if appropriate
•   Understanding how wealth can pass seamlessly to the next generation, once Care Fees have been adequately provisioned

To register your interest of the event please email to receive the zoom link.