The document discusses care fees planning and long-term care funding options. It provides some key facts about the long-term care market, including that over 90,000 elderly people enter care homes each year in the UK. It introduces Stephen Wilkinson and his company Symponia Limited, which provides care fees planning and advocacy services. Finally, it outlines various care fees planning strategies and options that can help clients fund their long-term care needs.

1. Care Fees Planning Update Stamford Bridge Beaumont Stephen Wilkinson Certified & Chartered Financial Planner

6. The elderly today are navigating a difficult journey

7. Advisers have a duty of care

8. Falling asset values and low incomes make care funding difficult Financial goals can be within reach with a carefully prepared plan

9. A professional financial planner will advise and guide you through the planning process

10. Cash flow modeling is the basis of financial planning

11. Orderly spending of wealth

12. In depth knowledge of products and their application

13. Working knowledge of trusts and taxation

14. What should you look for in a caring professional adviser?

15. Will a financial planner be able to provide the desired results?

16. Falling asset values and low incomes make care funding difficult

18. DWP & DoH 2009/10 Figures

26. How can we enhance your business? Legal Services Act 2007 “ Every lawyer who does not have a close link to a specialist financial adviser, is setting themselves for failure” Jon Wilkey 2009

28. Questions & Discussion