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Long term care planning & tax, an election manifesto special



We look at the Conservative’s manifesto proposal regarding social care funding, and what we can all realistically expect in the coming years. There’s been plenty of talk about “long term care planning” in recent times, however are there actually any specific & viable solutions available in the market place? Or would we perhaps all do better to focus on long term tax efficient investments? There’s also an odd quirk in the rules to be considered, and the appropriate use of trusts for larger estates.
This interview, recorded on 22/5/17, is designed to give an insight into our investment managers views about investing at the current time. It does not represent advice. Individuals seeking advice should talk to one of our advisers to obtain advice relevant to their circumstances and needs. Past performance is no guarantee of future returns. The value of investments may fall as well as rise.
McCarthy Taylor Limited is authorised and regulated by the Financial Conduct Authority.

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