View
22
Download
0
Category
Tags:
Preview:
DESCRIPTION
financial planning For Special Needs. Introduction Thank Financial Challenges Financial Solutions. www.financialwellbeing.ie. MY NIECE LAURA. www.financialwellbeing.ie. Family Earning Professional Fees Complex Area Long Term Care Plan. FINANCIAL CHALLENGES. www.financialwellbeing.ie. - PowerPoint PPT Presentation
Citation preview
www.financialwellbeing.ie
FINANCIAL PLANNINGFOR SPECIAL NEEDS
Introduction Thank Financial Challenges Financial Solutions
MY NIECE LAURA
www.financialwellbeing.ie
FINANCIAL CHALLENGES Family Earning Professional Fees Complex Area Long Term Care Plan
www.financialwellbeing.ie
ENTITLEMENTS Domiciliary Care Allowance Carer’s Allowance & Benefit Respite Care Grant Tax Credit Medical Relief VAT Relief Housing Adaption Grant Disability Passenger
www.financialwellbeing.ie
ECONOMY Cost of Living Levies & Charge Savings & Security Further Austerities
www.financialwellbeing.ie
BUDGET IMPACT Child Benefit Household Benefit F I S Disability Allowance
www.financialwellbeing.ie
REVIEWS Rules & Access Understand System Additional Support Appeal, Appeal, Appeal
www.financialwellbeing.ie
LOTTO Happy Days!!! 8,145,060 / 1 Financial Plan Around Situation
www.financialwellbeing.ie
FINANCIAL SECURITY As is shown in research “people who have regular financial reviews typically have higher levels of savings and assets than those who do it themselves irrespective of income, starting net assets and other factors”
(KPMG Econtech Report).
www.financialwellbeing.ie
CLAIMING
www.financialwellbeing.ie
Maximise Entitlement Claim Tax Credits Transition Last 10 = €37,480
DEBT FREE
www.financialwellbeing.ie
Living Arrangement €250,000 @ 4% - 25 years Clear 5-years early SAVE = €32,289
SAVINGS
www.financialwellbeing.ie
Nest Egg Habit of Saving Risky Investments Special Needs Saving
ESTATE PLAN
www.financialwellbeing.ie
Will Trust Letter of Wishes Conversation
CASE STUDY €3,736 Entitlements Will & Trust €24,700 Less Interest Special Needs Saving
www.financialwellbeing.ie
CASE STUDY Investment Advice Family Protection Guidance Pension Peace of Mind
www.financialwellbeing.ie
TESTIMONIALApril 2012“Thanks Allan for all your help. It makes our lives so much easier. It is amazing but before you came, it was one big black hole and we had no idea where to start or where we were going. But we now feel great knowing we are doing the best for all our kids”
(K Morrison, Dublin).
www.financialwellbeing.ie
SPECIAL NEED PLAN Financial Plan Private & Confidential After Care €150
www.financialwellbeing.ie
QUESTIONS? Telephone: 021 482 3634 allan@financialwellbeing.ie www.financialwellbeing.ie Flyer
www.financialwellbeing.ie
SUMMARY Financial Challenges Everyone Need Plan Financial Security Private Consultation
www.financialwellbeing.ie
Recommended