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Step 4

Calculating your weekly minimum income guarantee

The Care Act stipulates that you should be left with a minimum weekly income after paying your contribution towards your care package. This allowance varies depending on individual circumstances but basic minimum allowances based on your age are detailed below. Higher allowances may be identified as part of the full financial assessment.

Please tick the allowance which most accurately reflects your circumstances.





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Stage 2 (a)

Calculating your pre- set incomes

Attendance Allowance


Lower rate (£57.30)


Higher rate (£85.60)


Lower rate (£22.65)


Higher rate (£59.75)

Disability Living Allowance


Lower rate (£22.65)


Middle rate (£57.30)


Higher rate (£85.60)


Lower rate (£22.65)


Higher rate (£59.75)

Personal Independence Payment


PIP (£57.30)


PIP (£85.60)


Standard rate (£22.65)


Enhanced rate (£59.75)

* this is not taken into account as part of the financial assessment

Disability Related Expenditure 

An allowance can be made if you have additional disability related expenditure. A standard allowance of £14.61 will be taken into account because if have indicated that you are in receipt of the middle of higher rate of Attendance Allowance, Disability Living Allowance or Personal Independence Payment.  Higher allowances may be identified and applied as part of the full financial assessment.


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Stage 1

An assumed tariff income of £1 per week for every £250 + 1 of savings will be taken into account in the financial assessment calculation. For a full assessment to be undertaken please complete and sign the Personal Finance Form and return to Income and Assessment Team. Alternatively contact us for further assistance



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Calculate your contribution to Domiciliary care/home care

Calculating your Capital

The value of your home is ignored in the financial assessment

Total value of any money held in all bank accounts, stocks and shares, saving and investments. (if you hold joint accounts then only include your share)

Value of any 2nd property you may own. Eg holiday home, caravan, land (If jointly owned then only estimate your share) Do not take into account the value of the home you live in


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Step 4 old method

Calculating your weekly Disability Related Expenditure





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Step 3

Calculating your weekly housing costs

We can allow for the following housing costs. If you share the costs with someone else then please detail your share


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Savings over £23,250

You will be assessed to pay the full cost for your care package. Please complete and sign this shortened claim form and return to the Income and Assessment Team. Alternatively contact us for further assistance. Please contact us immediately if your savings levels drop below £23,250
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Savings under £14,250

Your savings are under £14,250 and will not be taken into account when calculating your contribution. An assumed tariff income of £1 per week for every £250 of savings will be taken into account in the financial assessment calculation. For a full assessment to be undertaken please complete and sign the Personal Finance Form and return to Income and Assessment Team. Alternatively contact us for further assistance.


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Stage 2 (b)

Calculating your weekly income

Please provide details about all the pensions and benefits you receive

If you are part of a couple the starting assumption is that you have an equal share of the weekly income.

If you have a joint income/benefit provide details of your half


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Final Estimate

Your estimated maximum assessed weekly contribution is

Please remember this is only an estimate and does not take into account additional allowances or expenditure that we may be able to take into account.

If you would like a full assessment to be carried out then please complete the Personal Financial Statement

If you would like further information around your estimate please note your total and contact us


Summary

Description Information Quantity Price
Discount :
Total :

Email us your estimate