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riverglen financial associates

CARE FEES PLANNING

We specialise in advising on the complex area of care fees planning. Our aim is to help individuals that need care (together with their families) understand the implications of care requirements, with an emphasis on straightforward solutions to the costs of paying for care.

Our service includes:-

• Assessing your current & future needs
• Identifying any funding shortfalls and advise on the best way to deal with this
• Advising on relevant State Benefits and provide an explanation of entitlements
• Estate planning including Wills and LPAs
• Inheritance Tax Planning

care fees planning factsheetMaking a will factsheetLasting powers of attorney factsheet

The Financial Conduct Authority does not regulate taxation & trust and will writing.

our services

Retirement Planning
Expert advice to ensure your retirement is plain sailing. Find out more

Investments & Savings
Helping you to plan your finances to suit you, your lifestyle and budget.  Find out more

Mortgages  & Equity Release
Making sure buying a house is as hassle-free as possible.  Find out more

Care Fees Planning
Helping you make the right decisions for the right reasons for your family. Find out more

Portfolio Review Service
Our tailored service is a fast, easy way to control your finances from one central point. Find out more