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01202 718400

Later Life and Care Planning


Getting the RIGHT information

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Making sure you have the right information is key to making the correct decision about planning the financing of long term care.

Care Fee Annuity - peace of mind that your fees are covered by purchasing a tax free, lifetime income in exchange for a lump sum.

Deferred Payment Scheme - in conjunction with the local authority, it may bepossible to defer your fees by obtaining interest free finance from the local authority.

Invest for Income - use your current investments or perhaps a new plan to provide income to supplement pensions and benefit entitlements where appropriate.

Equity Release - for homeowners who do not wish to sell their asset, it may be possible to realise capital through an equity release scheme.

Property Rental Income - if a property disposal or equity release scheme is undesirable, then it may be possible to generate income from renting a property.


Lewis Investment can help in all of these areas including the options available to you for financing care.

If you would like more information or wish to speak to an adviser our contact number is: 01202 718400

or you can email:


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 Lewis Investment is authorised and regulated by the Financial Conduct Authority.





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