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At Bosworth Wealth Management, we are dedicated to ensuring you are in the best financial position possible. We have helped many clients plan for the future, ensuring their affairs are looked after should they lose capacity. Here’s how this type of planning could potentially help you:
As life expectancy has increased, care fees have become more of an issue. There are strategies we can put in place to remove or reduce the chances of your savings and home being used to fund care.
There are also strategies to ensure your home is safeguarded from the cost of any future care needs that may arise. Properties tend to be our clients’ main asset, so this type of planning can prove extremely beneficial.
If you would like to discuss this further, please get in touch with us
Estate planning changed significantly in 2026. From 6 April 2027, most unused pension funds count towards your estate for inheritance tax. Read what changes and who it affects.
The first conversation is free and there is no obligation. Book with whichever adviser is closest to you, or whoever suits. We work with clients across the UK.
Lee Barton (Leicester) | Ian Laker (Tamworth) | Chris Wood (Coventry)
Bosworth Wealth Management is authorised and regulated by the Financial Conduct Authority. FCA firm reference number 805232.
Our advisers are based in Leicester, Tamworth, Coventry and King’s Lynn, and we work with clients across the UK.
The value of investments can fall as well as rise and you may get back less than you invested. Tax treatment depends on your individual circumstances and may be subject to change in future.