Later Life Planning Archives | Financial Care Solutions

Apr 30, 2021

How can I minimise the amount of inheritance tax my family may have to pay when I die? How much...

Apr 7, 2021

Cash is King is an old saying which is often used to highlight the importance of having enough cash on...

Mar 24, 2021

The Financial Conduct Authority (FCA) had laid out its plans to regulate the pre-paid funeral plans sector. A new consultation,...

Mar 10, 2021

An ongoing political hot potato is the cost of funding adult social care. With an ageing population and a means-tested...

Feb 24, 2021

Planning for a care and support need is not usually high on our list of priorities. As a result, I...

Jan 28, 2021

Nobody has escaped the impact of this pandemic; it has affected businesses, personal finances, and physical and mental health. As...

Jan 7, 2021

January has always been the month to try and make New Year’s Resolutions, but this year is very different. As...

Dec 15, 2020

It’s not easy going through the experience of finding the right care for a loved one. It is an emotional...

Dec 9, 2020

How do people use the cash they raise from equity release? That was the question posed in research from SunLife,...

Dec 3, 2020

What a year! We still have a few weeks to go before we say farewell (or good riddance!) to 2020,...

Catriona has made a difficult process very calm and pleasurable – we could not recommend her more highly.

Mrs F Vigar
Catriona’s friendly but professional approach and her endless patience, often explaining things over and over was reassuring to us and as we have progressed with the financial planning, we found we were looking forward to and enjoying our meetings.

Mr and Mrs T. Searle
A number of advisers would no doubt be able to help technically. But for an older, vulnerable client the hand holding approach is of much greater significance than just the technical knowledge. Catriona manages to combine both, which makes her an excellent adviser for the older, vulnerable age group.

Julia Brown
We have been very happy and impressed by the way you have spent time with us explaining everything and guiding us through the options so that we could make an informed choice about what is best for my father and helping us achieve those options. I think you have provided us with an invaluable service.

Mr and Mrs Lennon
Professional, approachable and thorough at all times, Catriona gave us sound advice and explained our options in a straightforward plan. Following Catriona‘s recommendations has enabled me to retire in the confidence that I can afford to do so and my husband has cut his working hours substantially.

Mrs Hunter