Tel: 01753 890023



What does this involve?

It is a statistical fact that we are all living longer and yet most of us are not making proper plans for later life. This includes making a Will and an LPA – but also possibly creating Trusts mitigating potential Inheritance Tax and planning for possible long- term care needs.

Good forward planning of your financial and property matters can avoid future family disputes and the risk of your Estate being diminished in the future.


When should I do this?

Quite simply – as soon as possible. Looking at your family structure and making plans for the security of your children and grandchildren – as well as yourselves, is important and can make good economic sense and afford financial security for future generations.


How do I go about it?

Talk to our professional team as soon as possible. Very often this is done when making a Will, or an LPA – or when there has been a bereavement and Probate is taking place. Remember – there is no substitute for good face to face professional advice.


To make an appointment to discuss any Later Life or Care Fee Planning matters and how we can help you – call us now on 01753 890023 or e-mail to