Investments for care fundingImmediate Care Plans, Care AnnuityDeferred Care PlansAdvance FundingProtecting AssetsDeposits
Investment for Funding Care
Could investments help you fund your care? Complete our enquiry form for a free, no-obligation, initial consultation.
Investments may be a way of receiving a better return than leaving your money in the bank. Whether this is suitable will depend upon your view of risk, whether any guarantees are available and who will benefit from the money after the death of the person in care.
We use a range of tailored managed portfolios that can acurately track your tolerance to investment risk. We also have guaranteed investments available that may be able to protect your original investment.
Advantages
- You may get a better return than you would do on deposit
- A better return could mean that your capital erodes less quickly when funding care
- Guarantees may be available
- You may be able to arrange for your funding shortfall to be paid directly into your bank each month
- It may be possible to improve your tax position
Disadvantages
- The value of investments can fall as well as rise
- Charges may reduce the return you receive
- Penalties may apply for taking money out
Risks
- Investments can fall in value as well as rise
- You may get back less than you invested
You should always take professional advice before investing money.
If you would like to talk to us about investing for funding care please call us or complete our enquiry form for our specialist independent financial advice for funding care.
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Investments in use - case study