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FREE Care Funding Advice Line: 0800 043 4036

Related Finances

General IFA Site

general IFA site link button
 Clicking on the button will take you to the home page of our general financial information site, with information on investments & savings, pensions, estate planning - including making a Will and Inheritance Tax, insurances, mortgages & loans, taxation and more.

Specific Areas Often Relevant to People Going into Care

The links below will take you direct to these areas of the general information site.

estate planning link button
 Making a Will, Intestacy, Inheritance Tax & Ways to Reduce it.
taxation link button
 Income Tax, National Insurance, Capital Gains Tax - still applicable to people going into care.
pensions link button
 State, Employer and Personal, accumulation of rights and retirement income/lump sum options.

15/03/08 Revision [top]

Notes & Disclaimers
  • Guides (which includes all information, data and views expressed) on this site are brief introductions, as such they cannot be relied upon: full research needs to be conducted or professional advice sought before investment and financial decisions are made.
  • In the case of new investments, pensions, insurances or mortgages, literature from the investment provider needs to be read and understood: including product guides, key features and illustrations, which give details of product aims, benefits, risks, commitment needed, charges and commissions, before financial decisions are made and action taken.
  • Guides published on this site express the opinions of the authors which may not always concur with our own if from other organisations.
  • Guides are published by the permission of the authors and/or copyright holders.
  • You will be leaving our website to access some of the above. We may not always concur with data and opinions expressed and are not liable for the content.
  • Your home is at risk if you do not keep up repayments on a mortgage or other loan secured upon it, this can include some forms of equity release. The FSA do not regulate some types of mortgage.
  • Past performance is not an indication of future returns.
  • The price of bonds, properties and shares, income from them and investments in them can rise and fall.
  • Investments in bonds, property and shares should be deemed mid to long term, meaning at least five years. Early surrender increases the risk of the investor receiving back less than invested.
  • Investments in capital protected funds are only as good as the ability of the investment provider and/or any guarantors to meet their liabilities. A default on their part may mean that the investor receives back less than invested.
  • Tax concessions and legislation may change and reduce the benefits of investments.

03/01/07