Later Life Advice

As we head into later life, our needs and priorities often change unexpectedly and significantly. With average life expectancy increasing year on year, people are now having to make difficult decisions about their finances that the generations before us just could not imagine they would ever need to make. Aptus Wealth is experienced in providing advice in a wide range of areas, including:

  • Immediate Care Funding
  • Benefit Entitlement
  • Equity Release
  • Deliberate Deprivation of Assets
  • Wealth Preservation
  • Gifting of Assets
  • Trusts and Wills
  • Lasting Power of Attorney
  • Court of Protection

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE TAX ADVICE, TRUSTS OR WILLS.