Financial Planning In Later Life

Planning for tomorrow today, that will meet your income objectives in the future.

What Is Later Life Planning?

As the life expectancy of the UK’s population increases, one of the main areas of financial planning comes from older clients looking to improve and extend their needs after retirement. At Oakleaf we can help you plan for your future or assist you to help another family member.

You will need to consider if you are eligible for any State funding and what other benefits are available to help with care costs.
Many long-term care clients are what are known as ‘self-funders’ – in other words they have assets above the current threshold and do not qualify for any State funded support.

How to fund your care is probably the most challenging part of your long-term care plan. Our specialist advisers can help you approach this by building a plan that is suitable for your needs.

Questions you may wish to ask us

Do I have to sell my home in order to fund care costs?

What are long-term care annuities and how are they taxed?

What is a Lasting Power of Attorney?

What State benefits are available to help?

What happens to my pension if I go into care?

Contact us now for a FREE initial consultation!

Oakleaf can provide expert advice in the following areas

Plan

Tax Planning

We all understand tax is used to pay for some really important things, such as hospitals, roads and schools, however none of us wants to pay more than we need to and, therefore, understanding what you should and what you should not pay, is important.

Grow

Wealth Management

Oakleaf is able to help you maximise your wealth, minimise the effects of taxation, arrange appropriate protection for you and your loved ones and help you achieve a bright financial future.

Manage

Protection 

Many of us insure our cars, homes and mobile phones. However far too few of us insure something which is far more important… ourselves!

Contact

Get In Touch

Contact us now for a FREE initial consultation or call us on 0113 268 4341!

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Oakleaf Independent Financial Services Ltd

Authorised and regulated by the Financial Conduct Authority. Oakleaf Independent Financial Services Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 707473.

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