Care Financials


Retirement Planning Services

Our financial advisors at Care Financial Services can assist you whether you need guidance on retirement and pensions, estate planning, want to invest for children, or have some other financial goals.

Some people,when they retire, wish to take up new hobbies or explore the world. Others view it as the ideal chance to start a new business or volunteer with a charity. Whatever your future plans, we can assist you in maximising your pension and other investments to secure the retirement you desire.

We support our clients with their financial goals at every stage of life. Financial planning does not have a “one size fits all” answer; our service is tailored specifically to you. You can require sporadic guidance on a specific subject, like retirement, or a detailed financial plan with regular support.

Discover how we can assist you by looking through our wide variety of financial planning choices, which range from a complete financial plan to life-changing events. You can meet in person in our office or over the phone.

Our Retirment Advisory

Our financial advisory team is always there to assist you in setting up a financial plan to secure your personal and family wealth. We aim to protect your wealth and provide for your future generations.

Giving Future To Your Living

Stress-Free Advice

Our friendly & personable advisors offer you a free impartial mortgage advisory service from start to finish.

Market Flexibility

We ensure we'll find the best deal available for your circumstances regardless of which lender it comes from.

Choose your Mortgage

Our experienced financial advisors compare over numerous products to find the one best suited to your needs.

Quick and Simple

We can avoid many of the delays often encountered when searching for your own loans and get things processed quickly.

Why Care Financial Services

The retirement world is a repeatedly evolving and intricate place, and that is why you must have some professional help. At Care Financial Services, our specialists work with our tax and finance department to develop well-constructed retirement plans for our clients with a vision that nourishes them with a comfortable life that can continue to their retirement phase.

Frequently Ask Questions

If you have a question that deals with clients, customers or the public in general, there is bound to be a need for the FAQ page.


Have you seen Heir Hunters before? It revolves around what happens to a person’s riches if they don’t make a will. The court will now have control, and the government will determine how to share your riches. It might goes in the hands of distant relatives you’ve never heard of or met, or it might return to the Crown and the government’s coffers.

Beneficiaries won’t be able to claim their inheritance if you don’t file for probate if it’s required. The deceased person’s assets will instead be held in limbo and frozen. No one will be eligible to access, sell, or transfer them legally. The deceased’s assets cannot be accessed or given to any of the Beneficiaries if a Probate application is not made. A named individual or group is given legal authority to manage a deceased person’s assets through probate.

Either one or both LPA types are possible. Since they are independent of one another, you are free to select various Attorneys.

What should save for your retirement varies person to person. While making an estimation,you should take into account the inflation rate,your current income, future increments and payable taxes.

You must have an idea of what you have saved so far and how much more you can put away before you retire.Your ideal way of life when you retire  includes your expenses such as health care, housing and travel and entertainment. To help you calculate how much you’ll need, ask our advisors.

An inheritance tax is presumed to be paid against the value of your assets and possessions after you die; this tax is only levied if you own assets that cost over £325 00. Estate planning is an excellent way to dodge spending a fortune on inheritance tax.

You can remove the current trustees or appoint new trustees. The settlor may remove a trustee with at least 30 days written notice. As long as there are still two trustees, one of whom is not the settlor, they are permitted to do this.

A letter of administration is not integral when the total value of your assets is less than £10,000. Another reason for not needing a letter of administration is when your estate consists of only: 

  • Cash and personal belongings such as jewellery or cars. 
  • Co-owned real estate and bank accounts 
  • Debt that is greater than the value of your estate. 
  • Life insurance and pension advantages. 

comIdeally, you should plan your exit strategy and desired business grow at the time you start your business. Don’t wait until you want to sell your business to take action; otherwise, you might have lost valuable employees or possibilities that could have increased the worth of your pany.


The content on this page is based on our understanding and knowledge at the time of publication. It may be subject to change and may not be applicable to your circumstances, so should not be relied upon. Please contact us if you require further information about the content included on this page.

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