Elderley Client Services

Elderley Client Services

 

As your individual requirements change, our elderly client services will provide a personal approach to the management of your affairs. We can help you maximise opportunities for the future and contribute towards an overall plan for retirement including the issues that may arise from incapacity, funding for care, inheritance tax planning, wills and lasting powers of attorney

Our services include:

  • advising on, preparing and registering both property and financial affairs and health and welfare lasting powers of attorney (and acting as certificate provider)
  • advising on the use of enduring powers of attorney and registering enduring powers of attorney
  • deputyship and Court of Protection applications
  • long term care planning – severance of joint tenancies
  • advice in relation to care home funding
  • advising on and preparing wills for clients with a wide range of circumstances – frequently dealing with clients’ concerns as to how to pass on wealth to the younger generations in the most tax efficient way, protecting assets from outside risks such as family breakdowns, care home fees and second marriages
  • living wills/advance directives
  • lifetime gifts – making use of annual allowances and exemptions
  • protecting assets for the younger generation
  • post-death planning through Deeds of Variation
  • statutory wills – advice in relation to the making or amendment of wills for those who have lost capacity.