Making sure the money lasts for the increasing burden of fees

Many individuals in later life will have substantial portfolios and assets, and therefore will not be eligible for any help from the state when it comes to paying for care home fees.

We help many of our long-standing clients who are currently in care, pay for their costs from their portfolios.  We also advise clients and their families on how to prepare for care fees, ensuring portfolios are managed realistically.

Investing portfolios to cater for the needs of care home fees is intrinsic to our approach.

For more detailed background and information see our Care Fees document.