Later Life Planning
Growing older and being unable to look after ourselves isn’t something we like to contemplate. However, statistics show that a third of men and a fifth of women over 65 will need some form of long-term care.
We are all living longer these days, but we are also more likely to need some form of independent care. Many people think the government will pay for their long-term care, but this is not always the case. Any state support will depend on your level of income and the assets you own.
Care can prove expensive. However, careful forward planning can make good long-term care more affordable.
Waverton Wealth can help you make the best provision for your own long-term care or for a spouse or family member. We can talk you through the wide range of options available and help put in place a bespoke plan for you.
Trusts & Charities
The Waverton Wealth service and investment process is well suited to Trustee and Charity clients due to our diversified range of investment solutions, including ethical options.
We are able to provide a quality portfolio, regardless of the investment objectives or size of the funds to be invested. This will benefit from a robust risk assessment and investment management process, targeting a certain level of return for an acceptable degree of investment risk. Waverton Wealth have experience of being involved within Boards of Charities as Board members, and many of our advisers provide advice relating to Trust and Charity monies.