Care Asset Management operate throughout the
UK with a dedicated team of care fee funding
specialists, who can advise on:

  Investing capital for growth and income

  Understanding the care funding system

  State Benefits for those in care

  Planning to afford care fees

  Mitigating Income Tax and CGT

  Estate Planning and Inheritance Tax

Care Asset Management are the appointed advisers on care funding to:

  CareAware

  National Care Association

  English Community Care Association

  Numerous care organisations throughout the UK

An initial consultation is always available with care, but without charge or obligation

Later Life Adviser Accreditation

The financial community recognises that advising older clients on their financial needs, is a specialist area and one which requires additional skills and abilities.

As a result, the Financial Services Skills Council has launched a new scheme called the Later Life Adviser Accreditation. It aims to recognise advisers with the necessary empathetic skills to understand the needs of older clients and the specific issues which affect them.

Care Asset Management has been involved in the pilot phase of the scheme and having provided half of the successful candidates to date, are committed to seeing the later life accreditation become the benchmark for quality in advising older clients. All of our advisers are currently in the programme for accreditation.

Click here for full bulletin.

The Later Life Adviser Accreditation scheme has been sponsored by Just Retirement and supported by Partnership Assurance.