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Fair Deal Solutions - How We Help

Peter McElroy

Updated: Jan 3, 2024


Fair Deal Solutions Can Help You

If you have already done research on how the Fair Deal Scheme application process works, then you will probably already know just how many questions the process raises. It seems the more you learn, the more questions it raises which is frustrating especially for complicated family situations.


At Fair Deal Solutions, we are your 'one-stop shop' and time and again, we find clients telling us:

"We feel in safe hands with you managing this process for us as we feel lost due to how complicated the Fair Deal process is!"

We understand this frustration as the process has many moving parts and each case if different.


So, what service options does Fair Deal Solutions offer?


1. The Consultation Service

Perhaps you just want to learn about the Fair Deal Scheme application process, what's involved, what are the main rules, the Do's and Don'ts, what forms need to be completed plus answering of any number of questions that you might have which may general or perhaps specific to your particular situation but that you have decided to apply for the Fair Deal Scheme and manage the process yourself.


In this case, we offer a 1-1.5 hour consultation by Zoom, 'phone, in person as suits you for an all-in fee of €350 (no extras, no surprises). If you would like to include additional family members to this consultation, that is no problem at all, in fact, we encourage it as more sets of ears the better plus each person may have different questions. This can also be useful (especially if via Zoom) where there may be family members living abroad but who would like to be involved in the process at a time in life that can be somewhat emotional and even traumatic for some.


Following this consultation, you will have a much better understanding of how the Fair Deal Scheme application process works and how to go about submitting an application.


2. The Complete Fair Deal Solutions Service

This service is the most popular as it includes everything that is included in the Consultation Service (above) plus it covers the items listed below. In effect, we manage the entire Fair Deal Scheme application process for you.


We work with you to ensure that the application is structured correctly, is complete and takes into account less obvious things (quite apart from the application procedure itself) such as potential capital gains tax liabilities, income tax liabilities or income tax savings that may be available, inheritance planning, etc.


The cost of the Complete Service is €1,750 all-in, no additional costs or surprises. As the Fair Deal Scheme application process involves quite a lot of interaction with both both the applicant/their family and with the Fair Deal teams as well as the preparation of the application form and the supporting documentation as required by the Fair Deal Scheme teams, this represents excellent value for money as well as taking the headache and frustration out of it for the applicant and/or their family.


The Complete Fair Deal Solutions Service includes:

  • Full consultation with further consultations as required (no limit).

  • In-depth analysis of applicant's situation both medically and financially.

  • Discuss best structure of application to optimise applicant's financial situation

  • Complete personalised financial model with various cashflows to show true costs and savings i.e. what the applicant pays and what the HSE pays under various scenarios.

  • Provision of a single information list setting out all information required for the Fair Deal Scheme application.

  • Supply editable spreadsheet worker document to track status of all information items.

  • We can complete the application form for you or with you (although you will need to sign it either as the applicant or on behalf of the applicant).

  • Ongoing contact with the applicant and/or their family to monitor progress and to maintain momentum with the process as well as the Fair Deal team reviewing the application.

  • Liaison with the Fair Deal team before, during and after the application and any required supporting information has been submitted to them.

How to retain Fair Deal Solutions?

Simple! Either drop us an email (see the Contact tab) or telephone us and we'll have an initial brief chat with you to give you some additional information of what's involved and we can have a brief chat about your situation and give you a firm cost for the above Complete Service and you can then consider the options with your family as between the Consultation option or the Complete Service and we can take it from there.


 
 
 

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