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  • Looking to the Future

    The value of pensions and investments can fall as well as rise. You may get back less than you initially invested.

    Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.

    There are a number of mechanisms for helping fund Long Term Care and/or protecting your estate against the cost of future care, which include:

    • Immediate needs annuities
    • Pre-funding
    • Investments
    • Insurance
    • Enhanced Annuities
    • Equity Release

    Long Term Care can be a complex area of planning and Keystone Wealth Management has the expertise to assist and advise you with this challenging task. Howard Morgan and Neil Clift have in-depth knowledge and years of experience of funding care needs, while minimalising the cost burden on your estate and your family.

    Click here for the PayingForCare Care Home Cost Calculator

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