Financial Services

Later Life & Long-Term Care Fee Planning

The future always seems miles away, but it is so important to take some time to stop and think about it, because planning for the future isn’t easy when it involves thinking about care needs, your home, or how to support loved ones later in life.

This is why getting the right advice now can make a huge difference to your peace of mind, and to your family’s future too.

Later Life Planning can cover a broad range of areas, some which can be planned for prior to retirement but some that just require advice when required in retirement. This can include reviewing how you take your retirement income, estate planning including inheritance tax advice along with Long Term Care planning.

*Inheritance Tax Planning and Estate Planning are not regulated by the Financial Conduct Authority.*

How can we help?

At Tipping & Webb, we’re here to have these conversations with sensitivity, clarity and warmth. Doug, our Financial Adviser, will take time to understand your wishes and explain what support is available, how funding works, and how to protect your assets where possible.

We’ll walk you through your choices, explain the pros and cons (minus any complicated jargon), and help you make a plan that feels right.

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Care-fee planning & funding options

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Immediate care plans

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Retirement Mortgage or Equity Release advice

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Speak to us about Later Life & Long-Term Care Fee Planning

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What our customers say

  • “Amy has been a wonderful support as we look at getting our first mortgage for a renovation. She has explained everything with a wealth of experience behind her and in terms that even I can understand! We feel incredibly comfortable making such an important decision with Amy to advise and guide us; we couldn’t ask for any more patience and knowledge from this lovely lady. Would always recommend, without hesitation.”

    R. Longley

  • “Fantastic help and advice from day one! Within a few minutes of meeting Dan for the first time both myself and my partner felt at ease and have never felt pressured which is so important, especially when making one of the biggest purchases of our lifetime. Would thoroughly recommend Dan to anyone and definitely those who are a first-time buyer as every step and process is well explained and any questions are always answered promptly with honesty.”

    J. Humphries

  • “When we were just about at our wit’s end with the process of getting our first mortgage, Amy quite literally saved the day (and our sanity!) She was professional, calm and thorough. Fantastic communication throughout the whole process, she managed to secure us a fantastic rate and explained everything to us every step of the way. A genuinely lovely lady, cannot recommend enough.”

    C. Charters

  • “Lisa was recommended to me by a friend and she did not disappoint, fantastic from start to finish. I found a house I wanted to make an offer on, emailed Lisa at 9 pm on a Sunday (not expecting a reply till the following morning) and I had a mortgage in principle by 10 pm the same night. Lisa was always on the ball even through COVID. I honestly can't thank her enough for all her help and will definitely be recommending her to people in the future.”

    D. McCafferty