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Care Funding Advice Line: 0800 043 4036
Help for Solicitors
We work with many law firms, providing care-related
advice to their clients, as well as all other aspects of advice
and managing trustee funds via RPA.
List of Services
Advice on Funding for Care
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State Funding
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State Benefits
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Private Funding Options
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Equity Release Options
Investments & Savings
Trust Fund Management
Estate Planning & Inheritance Tax Mitigation
Life, Critical Illness & Income Protection
Assurances
Request Link
Click
here to request a free supply of our 'Big Guide
to Care and Paying Care Fees,' and perspex tabletop
stand and/or to request a discussion about using
our services for your clients.
Legal Newsletters
Jon Wilkey, writes on care and elderly issues
relevant to solicitors on behalf of Symponia members.
Jonathan is a solicitor, lecturer
and training consultant who has developed a specialisation
in law and the elderly, in particular with regard to community
care legislation. He lectures nationally on these matters
to accountants, solicitors and financial advisers. A contributor
to “Elderly Clients: A Precedent Manual” he is
often asked to appear on radio and television to comment on
such matters. He is the author of “A Practitioners Guide
to Equity Release” published by Jordans in 2007.
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The role
of the deputy and financial advice. |
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
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