Willson Grange - Later Life Planning

Plan now, then relax...

Later life planning is crucial as you approach retirement age and beyond. It involves making decisions about finances, healthcare, living arrangements, and other aspects of your life that may be impacted by aging. Effective planning can ensure that you have the financial resources you need to support yourself and your loved ones, access to quality healthcare and long-term care, and the ability to maintain your independence and dignity as you age. Failure to plan for later life can result in significant challenges, including financial insecurity, inadequate healthcare, and loss of control over important decisions.

At Willson Grange we understand the importance of later life planning. As we age, it's natural to want peace of mind and security for ourselves and our loved ones. That's why we recommend working with a suitably qualified adviser who is also a specialist in the financial needs and concerns of those in later life. They can provide valuable guidance on a range of topics, including:

Retirement planning: An adviser who is qualified to provide advice in the field of Later Life Planning can help you assess your retirement income needs, maximize your pension benefits, and make informed decisions about when to retire.
Estate planning: Your adviser can also help you to create a comprehensive estate plan that takes into account your wishes for the distribution of your assets and minimizes any potential tax implications.
Long-term care planning: As you age, you may require assistance with day-to-day tasks or even long-term care. Your adviser can help you evaluate your options for care and ensure that you have the financial resources to pay for it.
Investment management: Your adviser can help you manage your investments in a way that aligns with your goals and risk tolerance, while also considering any tax implications.

At Willson Grange, we believe in taking a holistic approach to later life planning. That's why we have advisers who are specialists in the field of Later Life Planning to ensure that our clients have access to the best possible guidance and support.

Contact us today to learn more about how we can help you plan for a secure and fulfilling future.

Willson Grange Limited is registered as a limited company in England and Wales no. 8333890. Registered office : 30 Birkenhead Road, Hoylake, Wirral CH47 3BW. Willson Grange Limited is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority do not regulate some areas of advice such as Estate and Tax Planning and Trusts. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk The information and guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.