About Us

Later Life Planning

Where is your hard earned money going?

To the Treasury; to the Local Authority to pay for long-term care; to your heirs?

In today's complex and ever-changing world there may be times when it would be helpful to pass wealth to heirs much earlier, for school fees or such like. However if too many assets are given away there is an understandable fear that there won’t be enough left to cover the cost of care and fund day to day living expenses in old age.

The financial solutions to this problem are complex and very few people are qualified to offer advice. Rosebank Wealth Management are experienced in this field with many years experience of advising those in later life.

From the time when you retire, objectives change from investment and capital accumulation to provision of income and, later on, consideration of passing capital on to family and Inheritance Tax mitigation.

With ever-changing Government legislation, we can assist you in finding the most tax-efficient ways to meet your retirement and later life financial objectives.

We can look at pension, investments and all your accumulated plans and policies to determine whether they continue to meet your ongoing needs.

We assist with guidance on wills and probate too.

We have a particular interest in care fees planning


Why Rosebank Wealth Management?

  • We have a caring, friendly approach avoiding jargon.
  • Many years experience in advising those in later life.
  • Specialist advice on long term care, investments, trusts and equity release.*
  • We are able to involve members of the family in the decision making process if desired.

*If you would like to understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.

Click here to read a case study



Lifestyle planning

Need a financial health check? A useful tool to discover if you have, or will have, enough money set aside to fund your retirement. Register your interest and we will invite you to our next lifestyle planning event. Register here.

Lifestyle Financial Planning

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Rosebank Care Fees 

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