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Fees for Services
Our service includes providing you with all the expert expert advice you need on matters relating to the Fair Deal Scheme:.
This could include, for example, cases where:
- people are considering selling the principal residence (family home) or renting it out... how does the Fair Deal Scheme work in such situations.
- will a reassessment apply if the family home is sold and if so how will it apply?
- what % of principal residence rental income is the applicant allowed to retain.
- how to apply for and be granted the Nursing Home Loan.
- do I get a deduction for a mortgage on the family home?
- clarification as to what income or assets need to be included in their application.
- How does the 3 year rule apply to farms and family businesses?
- what happens if I have loaned or gifted monies to my children in the past 5 years
- people who need clarification as to what documents they are required to submit.
- people who need to change nursing homes;
- cases where people's financial circumstances have changed and there needs to be further engagement with the HSE.
- cases where families decide to sell their property where said property was initially used as an asset to obtain the Nursing Home Loan... what happens then
- cases where there are marital break-ups pre needing a nursing home.
This service is provided primarily by email and phone.
Certain short form Consultancy sessions are available as reduced rates
Please note it is company policy to take payment for services in advance.
Fair Deal
Consultancy Service
€575
Our full service offering starts with an initial consultation which will give the Applicant a broad insight into the financial operation of, and the application process for, the Fair Deal scheme.
Essentially we guide you through the process in essence 'holding your hand' throughout;
- We are available by email or on the phone for as many queries as you have;
- We complete a detailed financial review of ALL the options available;
- We do the ALL the Fair Deal financial calculations for you;
- We fill in ALL the Application forms for you to sign. This includes the Financial Assessment Form (and if applicable the Nursing Home Loan Application).;
- We draft and submit ALL the necessary correspondence;
- We give you a series of useful tips and advice to assist you in getting the application promptly through the process.
In addition we provide further advice and tips in relation to reviewing and obtaining a suitable place in a nursing home for the applicant.
Complicated applications or re-submissions may incur additional fees.
Please note it is company policy to take payment for services in advance.
Full Service -
Completion of Application
€1,275
Full Service -
Immediate Payment
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