Enterprise series: how could later life care affect my plans for passing on wealth?

25 July 2023 / Insight posted in Enterprise series, Personal finance

For some, planning for later life may seem a long way off. However, it is important to ensure that your interests in terms of both health and wealth are looked after, as well as your loved ones. Giving your assets away without the correct advice could potentially leave you falling foul of deprivation of capital rules.

During our recent webinar, our expert panel, alongside Claire Edwards Eldercare Consultant, discussed how to navigate effective estate planning to ensure you have all the necessary measures in place to fund your care and ensure your loved ones are looked after.

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