Preparation is key
A decline in health whether expected or unexpected can be equally frightening. It is crucial that you plan around changing financial and personal needs.
Important: The information on this website is for sophisticated/HNW investors only. It is not a personal recommendation to invest. If you’re unsure, please seek advice.
Financial security
We can’t control how our health evolves over time, but we can at least control our finances. Money is the last thing we want to be concerned about if things take a turn for the worse later down the line, so it is vital that we prepare ahead of time.
Consider potential alternative living arrangements that might be required to meet your changing mobility and physical needs as you age and with a changing health outlook. Make sure you take into account the financial cost of this, and it might be time to square away the will as it is one less thing to think about. Consolidating your investment portfolio into lower risk, less active, more passive assets may be something to think about as your focus in the future will be managing your health and maintaining a good quality of life in the latter years of retirement.
Invest in real estate
An alternative form of investing in property, typically a pool of investors will fund the acquisition or development of a real estate asset, most commonly via a fixed term investment instrument.
Find out more
Invest in physical assets
Whilst tangible luxury assets such as watches, art or rare whisky can often be seen as lavish consumer purchases, they can be shrewd investments for the astute investor looking to diversify their portfolio.
Find out more
