Long Term Care

Dignified care built around you and your family

Arranging care for yourself or a loved one can not only be an emotional time, but also a very complicated one. As we are tending to live longer there is the increased necessity to plan well for the future, including long term care.

At Baggette & Company we strive to build lasting relationships with our clients, looking after their wealth enhancement and protection throughout their lifetime.

When planning for later life you will need to asses eligibility for state benefits, Lasting or Enduring Powers of Attorney, the type and location of care home, and of course, funding the care itself.

In any case, specialist knowledge and sound advice is key to making the right decisions. At Baggette & Company we have a number of dedicated and highly trained Long Term Care specialists who can help you and your family with the various options available.

We can advise on putting into place effective protection as well as plans to help cover long term care costs, whilst taking into consideration Inheritance Tax Planning, gifts and legacies as well as structuring your investments to best minimise the erosion of your wealth.

Plan for the long term future with Baggette & Company.

  • Tax Position on Premiums
  • Treatment of Benefits
  • IHT Mitigation
  • Trusts
  • Wills
  • Pre-funded plans with life cover
  • Bonds
  • Immediate needs plans
  • Deferred care plans

Leading Chartered Financial Planners

With over £160 million in funds under our management and administration, you can be sure this is a relationship that you can trust.

Baggette and Company Wealth Management can help make your money work for you. We are a firm of financial planners with offices in Poole and London and have been awarded the status of Chartered Financial Planners by the Chartered Insurance Institute, the gold standard for Financial planners.

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