Growing older and wiser

We are living longer but what are the consequences?

Later life planning

Your peace of mind is our priority

As life expectancy continues to rise, it’s only natural to be concerned about the financial implications of living longer. At AMG Wealth Management we help families plan for a time when they might need a guaranteed income to cover care home fees, guiding them through the pros and cons of different funding solutions.

The complexities of long-term care can be daunting and you may be faced with difficult decisions about your future or the future of a loved one. We are here to provide the advice and support you need to make the right choices based on your personal circumstances.

Planning for later life gives you confidence that you will be able to afford the best possible care for as long as you need it. You can also make sure that you keep control of your finances as you grow older, taking advantage of strategies such as gifts and trusts to reduce or potentially eliminate your exposure to inheritance tax.

Things you should know

Gary Hans and Phil Basterfield are fully accredited members of the Society of Later Life Advisers SOLLA.

Trusts are not regulated by the Financial Conduct Authority.

Contact us

Let’s talk about later life planning

    To arrange a meeting with one of our advisers, call us on 01332 551155 or send us your contact details and we'll get back to you.

    AMG Wealth Management Ltd, together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For more information about how we use your personal data, please see our privacy policy or the St. James's Place privacy policy. *Required.