Long Term Care Insurance | Property Trusts | Equity Release Plans
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Find An IFA

Whichever funding options may appeal to you, we would strongly recommend your taking legal and financial advice, before making any decision or commitment. A financial adviser will be able to present all the options and considerations pertinent to your complete financial circumstances – now and into the future. As well as income needs, this advice should cover attendant topics such as taxation and inheritance tax planning.

Only an Independent Financial Adviser (IFA) will be able to give you totally unbiased, expert advice – as he or she will not be ‘tied’ to any particular product or service. It will mean that you will have access to the widest range of financial products applicable to your circumstances and the fullest appraisal of those products’ performances.

Indeed, IFAs are bound by law to recommend the product most suited to their clients’ personal requirements – based on factors such as past performance, charges, flexibility, service and financial security.

IFAs will work on either a fee or commission basis. Make sure you understand exactly how your adviser is to be remunerated for the work done for you – by charging you an agreed fee, or by taking a commission from any insurance-based product sold to you.

Although there are thousands of IFAs in the UK, relatively few will specialise in such areas as long term care, Inheritance Tax planning, home equity release plans and retirement/pension income.

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