Elderly Client Services

The legal issues that affect elderly people and their relatives are becoming increasingly complex; sometimes, the decisions that people make can have unintentional consequences later in life when trying to deal with difficult issues such as long-term care, inheritance tax planning and incapacity.

Whether you are planning for your own retirement and the challenges of later life, or seeking to help and support older family members, our Private Client Team can provide you with sensitive professional advice to help safeguard both you and your assets, giving you peace of mind whatever the future holds. Home visits can be arranged. Contact Us

We offer a range of services to meet the needs of elderly clients and their relatives including:

• Making Gifts, Saving Money & Inheritance Tax Planning
• Estate Planning
• Wills
• Living Wills
• Powers of Attorney
• Long-term care issues
• Residential & Nursing Home care
• Disputes with regard to care fees
• Sharing accommodation
• Court of Protection Deputyship

Making Gifts & Saving Money & Inheritance Tax Planning

With careful tax planning we can help you to minimise inheritance tax, capital gains tax and even income tax. We can advise you on ways to ensure a smooth transfer of wealth from one generation to the next and we are able to investigate ways of ensuring that as minimal amount of tax as possible is paid during your lifetime.
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Estate Planning

Being an executor is a demanding job at the best of times and a task that is made all the more difficult when the deceased has not given proper thought to the problems their executors will face.
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Wills

Over 70% of the UK population does not have a current Will that is an accurate reflection of their financial circumstances and the personal choices at the time of their death? Making a Will creates certainty, reduces worry and gives you the peace of mind of knowing exactly how your money, property and possessions will be dealt with after your death.
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Living Wills

A Living Will (or “Advance Directive”) can record your wishes, with respect to certain medical procedures that are or are not to be employed on any loss of mental capacity. Alternatively, a Living Will can record your beliefs on such procedures for the family to consider should a difficult decision with regard to your health have to be made.
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Powers of Attorney

A Lasting Power of Attorney makes it possible to appoint a person of your own choosing to administer your affairs in the event of mental incapacity, and remember mental incapacity can affect not only the elderly – premature dementia or an accident can have the same effect.
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Long-term Care Issues

It's hard to imagine not being able to live in your own home, and look after yourself. Planning at the right time to ensure any care you may need in the future is covered without having to sell your home is important for some people.
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Residential & Nursing Home Care

Many people, as they grow older, worry about where they will live if they are no longer able to manage in their own home. For some, the need will arise for nursing home or residential care.
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Disputes with regard to care fees

The criteria for deciding whether a person is entitled to free NHS care is set by their local Strategic Health Authority (SHA) and Primary Care Trust (PCT); because they are set locally there are local variations which mean that a patient might be eligible for free care in one area but not in another. We can help you to challenge decisions made by your local PCT.
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Sharing Accommodation

You may be considering living with other family members, either in a separate part of a property, or as part of the household, or you may be considering making a joint purchase with other family members in order to provide shared accommodation. In either case, there are many legal and practical issues to consider.
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Court of Protection Deputyship

With increased life expectancy, it is becoming common for people to cease, at some point, to be able to manage their own affairs. The need to protect those who cannot protect themselves has never been greater. For example, do you know how you would be protected if you became incapable of understanding your financial affairs or if you were to have an accident and suffer brain damage?
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