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Services for the Elderly
“Planning for the future and making arrangements for oneself in later life can all seem a rather daunting business. We have many elderly clients whom we help in this way. Above all, it gives you peace of mind that your affairs are in good order.”
Helen Starkie, Partner and Head of Wealth Management.
As life gets more complicated, more of us require assistance just to keep up with our financial affairs, let alone understand the tax implications of any future plans we have. We all know we need to plan for the future, but at times it can seem a daunting task.
Our specialist team can advise on a huge range of legal, tax and practical matters such as:
- enduring powers of attorney and lasting powers of attorney or the need to involve the Court of Protection
- working with the family and Social Services regarding the provision of care facilities, either at home or in a home
- managing financial affairs
- self assessment tax returns
- Wills
- tax planning through Wills and trusts
We can advise clients directly or provide advice to the attorneys or Receivers of those who can no longer look after their own affairs.
Where necessary we can work in tandem with your other advisers to ensure all aspects of your affairs are properly planned and integrated and that all your concerns and considerations are taken into account.