Don't put off organising your financial affairs

The future can seem a long way off; however, the reality, of course, is that it’s not!  This is why planning ahead and making the right decisions today will give you peace of mind, knowing that your personal and financial affairs are organised in the ways you want them to be.

As independent financial advisers, we specialise in elderly care matters and are qualified to advise elderly people and their families on matters such as long term care planning, tax planning and equity release.  We can help guide you through these complex areas, explaining the process in clear and straightforward language.

Our independent financial advisers have been helping families for over 25 years and our team is growing in numbers.  The unique structure of Birkett Long allows us to provide you with integrated legal and financial advice under one roof.  Our team of lawyers, who specialise in long term care, are members of an organisation called Solicitors for the Elderly, which is committed to best practice.

Together we will ensure that:
Your affairs will be handled properly by someone you trust, in the event that you are unable to do so personally.
We help you put in place suitable planning to cover the cost of care fees.
Inheritance tax issues are dealt with in accordance with your best interests to minimise any liabilities.
Issues such as residential care, if required, are handled sympathetically and in such a way as to minimise the impact upon your assets.

Please contact us with your questions or to ask for advice.

Nicola Ward
01206 217309
nicola.ward@birkettlong.co.uk