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www.financialwellbein g.ie FINANCIAL PLANNING FOR SPECIAL NEEDS Introduction Thank Financial Challenges Financial Solutions

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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

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Page 1: financialwellbeing.ie

www.financialwellbeing.ie

FINANCIAL PLANNINGFOR SPECIAL NEEDS

Introduction Thank Financial Challenges Financial Solutions

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MY NIECE LAURA

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FINANCIAL CHALLENGES Family Earning Professional Fees Complex Area Long Term Care Plan

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ENTITLEMENTS Domiciliary Care Allowance Carer’s Allowance & Benefit Respite Care Grant Tax Credit Medical Relief VAT Relief Housing Adaption Grant Disability Passenger

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ECONOMY Cost of Living Levies & Charge Savings & Security Further Austerities

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BUDGET IMPACT Child Benefit Household Benefit F I S Disability Allowance

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REVIEWS Rules & Access Understand System Additional Support Appeal, Appeal, Appeal

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LOTTO Happy Days!!! 8,145,060 / 1 Financial Plan Around Situation

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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).

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CLAIMING

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Maximise Entitlement Claim Tax Credits Transition Last 10 = €37,480

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DEBT FREE

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Living Arrangement €250,000 @ 4% - 25 years Clear 5-years early SAVE = €32,289

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SAVINGS

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Nest Egg Habit of Saving Risky Investments Special Needs Saving

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ESTATE PLAN

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Will Trust Letter of Wishes Conversation

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CASE STUDY €3,736 Entitlements Will & Trust €24,700 Less Interest Special Needs Saving

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CASE STUDY Investment Advice Family Protection Guidance Pension Peace of Mind

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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).

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SPECIAL NEED PLAN Financial Plan Private & Confidential After Care €150

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QUESTIONS? Telephone: 021 482 3634 [email protected] www.financialwellbeing.ie Flyer

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SUMMARY Financial Challenges Everyone Need Plan Financial Security Private Consultation

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