Investment bonds and Care Costs Fact Sheet

The cost of care has been increasing and the problem around funding for care will continue to grow over the coming years.  Medium to long-term investment bonds with one or more element of life insurance policies that contain cashing-in rights by way of options for total or partial surrender may provide a solution to reduce the amount of capital used to mean-test care.

Complaints Policy   |  Cookie Policy   |   Privacy Statement

financial management is a trading title of Philip Harper LLP, which is authorised and regulated by The Financial Conduct Authority. Registration No.485423

Thank you for requesting the Investment bonds and Care Costs Fact Sheet

To download the publication, please enter your details.

By entering your details you agree to our Privacy Policy. We will never share your data and you can unsubscribe at any time.

The form has been submitted

Thank you for this confirmation to investment additional funds to your ISA. Your adviser will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

Thank you

To download the publication, please click below.

If you have any questions, please do not hesitate to contact us.