Estate planning and long term care

Preparing to leave something to your family might seem a daunting task, but it doesn’t need to be.

‘I had an inheritance from my father, It was the moon and the sun’, wrote Hemingway. It’s a nice sentiment but, given the option, all of us would probably rather we leave something more physically beneficial to our families, especially when you consider that the alternative is to leave it to the government!

With an increasing number of people caught in the Inheritance Tax trap, it is important to prepare your estate to eventually pass on to your family. By carefully planning the tax situation, we can make sure that the highest possible amount passes to your surviving friends and relatives, rather than finding its way into government holdings.

For many people, it’s not just the assets that provide peace of mind but that thought that when they are no longer there to care for their family, those that they love will not be inconvenienced with bills or problematic paperwork. We make sure that everything is taken care of, so that you and your family can enjoy what’s important: your valuable time together.

Long term care

It is a reflection on our long modern lives today that many of us will at some point need some help during our retirement. This help can take many forms but all of them have one thing in common: without a plan they can take a substantial amount out of your retirement savings or income, which may have been intended for other things.

By factoring in the long term care as part of your retirement and inheritance planning, we take the potential worry of an unexpected situation out of the equation. Once again, it means that you can spend your retirement doing exactly what you want to, in the company of your family and friends.

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Logic Wealth Planning Limited is Authorised and Regulated by the Financial Conduct Authority. Registered in England and Wales number: 4206195. Registered Address: 18/19 Salmon Fields Business Village, Salmon Fields, Royton, Oldham, OL2 6HT. Trading address: Sigma House, 9 Southgate, Cross Street, Off Green Lane, Heywood, Greater Manchester, OL10 1ND. Telephone: 0808 1234 321.