What We Do

Together with Tim, we discuss and plan strategies to help our clients achieve their objectives.

Of course, care isn’t something that only happens to “other people”. With more than one in four people in the UK likely to need some form of care, the chances were high that my own family might one day need support. With me only a few years away from joining the second-largest age group needing care (those aged 75+), it really brought the issue close to home. The largest group, of course, is those aged 85 and over.

We make sure our clients receive every penny they are entitled to from the State. We are not shy about challenging Local Authorities or the NHS when their assessment of someone’s needs didn’t quite stack up. We help protect clients’ assets.

Our skill sets were recognised by IFACare, a not-for-profit company, which we joined as directors, that trained Independent Financial Advisers (IFAs) in all matters relating to Long Term Care, including State Benefits and showed Solicitors how to dovetail this with Inheritance Tax Planning

Accommodation

Relocating and Upgrading
Appropriate, affordable and sustainable for current & future needs
Social Welfare
Community Care and Support and Personal Wellbeing Matters

Hospital Discharge

Liaising with NHS and Social Services Discharge teams
Intermediate, Respite and Reablement Care
Guidance and Support Through Advancing Frailty
Family and Informal Carers, Care Widows and Widowers

Financial Assessments

Benefits,
Means Testing
Non-Mean Testing
Disregarded Assets
12 Week Disregard
Deferred Payment Arrangements (DPA)
Personal Independence Payment (PIP) previously known as Disability Living Allowance (DLA)