Care Home Fees
We specialise in managing the capital of care home residents
- Our typical client may have capital of £150,000 to £250,000 from the sale of their house
- They may have income from various pensions of say £15,000 per annum
- Their care home may be £700 per week (£36,400 per annum)
- Therefore they have an income “shortfall” of £21,400 per annum
Our oldest client lived to 106, planning is vital!
We specialise in providing investment advice for residents of care homes. We provide guidance on all investment types including impaired life annuities. With our high level of administrative support we can help review investments each and every year - so as care home fees increase, we can help adapt to the changes.
Many of our clients are the children (or the Attorney) of the resident. It is our aim to preserve their capital, ensuring that it does not run out.
For more information please call us on 01392 678555
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Care Home Scenarios
Example Scenario 1 / Maurice
| Income | £18,000 |
| Care Home | £41,600 |
| Shortfall | £23,600 |
| Capital | £210,000 |
Example Scenario 2 / Margaret
| Income | £15,000 |
| Care Home | £39,000 |
| Shortfall | £24,000 |
| Capital | £100,000 |