The firm offers specialist advice and expertise in a number of areas affecting the individual, with particular emphasis on those primarily associated with the older and/or vulnerable client.

We deal with issues surrounding the retirement years, including advising on:

  • Responsibility for and funding of long-term care - state, private and NHS funded care
  • Protecting the family home and other assets against depletion in the event of long-term care needs arising
  • Choosing appropriate accommodation and services for your later years
  • The provision of home care
  • Residential and nursing home contracts
  • NHS Continuing Care assessment processes and appeals
  • Tax planning using Wills, Trusts and lifetime giving
  • Trusts administration and review
  • State retirement and widows’ pensions
  • Benefits and assistance – both means-tested and non-means-tested
  • Making and registering Lasting Powers of Attorney in respect of both Property and Affairs and Health and Welfare
  • The appropriate use of General Powers of Attorney
  • Living Wills/Advance Directives
  • Pre-paid funeral plans
  • Probate and the administration of estates including advice on legitimate ways to reduce Inheritance Tax liability both at the time of the administration of the estate and on the later deaths of its beneficiaries
  • Associated property matters

For clients and their families for whom mental capacity is already an issue we also advise on:

  • Court of Protection matters
  • Dementia care options
  • Choice of and applications for the appointment of a Deputy for the incapacitated client who either has no Will or whose Will no longer meets the needs of their situation
  • Applications for Statutory Wills
  • Management of the client’s finances
  • Mental Health legislation
  • Protection against and dealing with the aftermath of financial and/or physical abuse of a patient
  • Deprivation of Liberty Safeguards

For younger clients or their families where a lack of capacity arises through illness or injury we additionally advise on:

  • Structured trusts
  • Administration and protection of finances
  • Issues surrounding vulnerability in social and sexual situations
  • Issues surrounding consent to medical and other processes

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