Planning Matters
"For the unlearned, old age is winter; for the learned, it is the season of harvest." - Hasidic Saying
Wilcox Young Partnership Limited
We specialise in the careful, disciplined stewardship of assets and income created and accrued by the efforts of yourself and your family.
As Independent Financial Advisers, there can be no better endorsement than to be recommended by those who have experience of our service. Over the last two decades we have established a reputation within our local investment, legal and accountancy community for the knowledgeable and successful management of capital and the provision of income.
Our clients are both individuals and companies who prefer to employ specialists to assess, establish and monitor their investment strategy. We offer a personal service based on traditional values whilst employing modern techniques.
Long Term Care
"The numbers of dependent older people in the UK are projected to grow from approximately three million in 2000 to approximately 6.4 million in 2051, an increase of 113 per cent."
Source: "Future demand for long-term care in the UK." (London School of Economics 2004. First published 2004 by the Joseph Rowntree Foundation).
"... those of us who have been lucky enough in our lives to have our own homes now, we are then faced, if we get to a nursing home: 'Right. You have a house? Right, we'll have that. You have £50,000 savings, we'll have that', and so all one's life one has paid taxes ..., and then suddenly the nest egg one has built up, either for yourself in retirement or for your dependants, is taken in order to pay for this long-term care."
Source: The Royal Commission on Long Term Care, March 1999.
Long periods of retirement, the possibility that part of our lives could be spent in the care of (or caring for) others, all require the co-ordination and integration of pension arrangements with other sources of income.
Financial Planning
The correct allocation of assets must defend as much against misplaced conservatism as it does against imprudent speculation.
Retirement Planning
We work hard for many years in the hope of having enough to enjoy the "golden years". And then, when we get there, we worry about having the wherewithal to meet our living expenses, minimise taxes and stay ahead of inflation. Retirement planning after retirement is just as important as planning before retirement.
Getting in Touch
Wilcox Young Partnership Limited
Dorchester Office
Tel: 01305-269369
email:
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Wilcox Young office in Dorchester.
Wilcox Young is a member of IFACare, the national IFA organisation for Long Term Care.
Wilcox Young is a member of The Personal Finance Society, the largest professional body for individual financial advisers in the UK.
Wilcox Young is a sponsor of the Weldmar Hospicecare Trust website.
