Later Life Planning

As time progresses, our priorities naturally shift based on our evolving needs. Whether it’s securing a first mortgage, supporting a growing family, or enjoying a much-awaited retirement, our focus eventually turns to later life considerations.

Common concerns are:

The impact of any changes to your health

Ensure your wishes are carried out in the event of your death

What happens if I lose capacity to deal with my own affairs

Running out of money due to rising costs

Care home fees

We work with our clients and their families to develop strategies in the event of diminishing health, loss of life or simply providing support at difficult times.

We have partnered with award winning specialists who can help with:

Writing a valid Will -

Ensuring your wishes are carried out by the estate

POA Compressed

Lasting Powers of Attorney (LPA) -

Having someone you trust look after your assets should you lose the capacity to do so.


Equity Release -

Release capital from your home to meet your financial obligations or simply because you want to use the money to enhance your lifestyle


Estate planning -

How much inheritance tax will your estate pay? What can you do about it?


Probate Services -

Probate services are designed to assist the Executor or Administrator of an estate in managing and distributing the assets of a deceased person. The process typically involves collecting funds, paying off any outstanding debts or obligations, and then transferring or distributing the remaining assets to the beneficiaries according to the terms of the will.

Record of assets -

Maintaining a log of all assets of the estate, essential for executor