ELDERLY CLIENTS

Financial, welfare and inheritance planning are important areas you may need to consider in your later years. Our specialist lawyers can help you in all matters, whether drafting a will, appointing a Lasting Power of Attorney, arranging financial and tax advice, or planning for long-term care. We also have considerable experience supporting vulnerable clients and their families, particularly around the sensitive and complex issue of mental capacity.

 

A guide to wills for family clients A

 

Key Contacts

Stephen Horton

Senior Executive 0122 534 0134

COMPASSIONATE AND EXPERT ELDERLY LEGAL ADVICE

Whether you are living independently or with support, planning for the future or making significant changes to your financial and living arrangements, our collaborative teams will make sure all aspects of your personal and commercial affairs are aligned. We can also refer you to an independent financial adviser and work closely with financial experts to ensure you have the best provisions in place.

We will take time to find out what you need and want, and how we can help you arrange this. Our guidance is always tailored to your needs and carried out with integrity and compassion, so you can have peace of mind that your wishes will be upheld. If we are appointed as, or working with, your lasting power of attorney, we will keep you involved as much as possible (as per the 2007 Mental Capacity Act). We always ensure we communicate frequently and that all actions are for your benefit, while taking your beneficiaries’ needs and family dynamics into account.

We know that elderly planning and care can involve difficult decisions for clients and their families. Our in-depth experience and personal approach means you have access to reliable advice whenever you need it.

Our expertise in this area encompasses:

  • applying to the courts for a deputyship
  • advising on social care and protection of elderly and vulnerable individuals
  • advice and representation on all mental capacity matters


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