Care Planning

Long-term elderly care can be expensive. Plan now for care payment with our independent financial advisers.

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Overview

Plan now for your long-term care with one of our independent advisers

A strategy for later life care

As we get older, many of us will need care in our own homes or residential care, both of which can be expensive. Effective planning about how to manage your finances and assets to pay for care can minimise costs in the long-term. We will help you to understand the financial assessment process and create a strategy for your future care.

Expert advice you can always rely on

Our care fees planning team is led by Toni Chalmers-Smith, who can help you plan how to finance any care requirements you might have well in advance. Toni is accredited by the Society of Later Life Advisers (SOLLA) to provide advice on care costs and is expert in navigating the complex process of funding assessments.

Legal support with your financial planning

As a full-service law firm, we can help with all your legal needs around future care planning. Our teams can help with all aspects of estate planning such as inheritance tax, wills and trusts.

How we can help

If you’d like to meet one of our experts for a confidential, no obligation chat, please get in touch.

We have offices across Cambridgeshire, Essex and Hertfordshire, but we can help you wherever you are in England and Wales.

Entrusting the accumulated wealth of a lifetime’s endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.

The areas our care planning advisers can help you with include:

Advice regarding residential and nursing care home funding
Advice on NHS Continuing Health Care (CHC) funding
‘At home’ care packages
Equity release

This material is for informational purposes only and does not constitute an offer or solicitation for the purchase or sale of any financial instrument. It is not intended as accounting, legal, tax, or investment advice. Past performance is not indicative of future results, and all investments carry risks, including the potential loss of capital.

Tees is a trading name of Tees Financial Limited, authorised and regulated by the Financial Conduct Authority (FCA), Registered number 211314, and registered in England and Wales (Company number 4342506).