Supporting elderly or vulnerable clients
We are able to help clients who feel they may need assistance with the management of their finances and legal affairs. For many of our clients we are trusted friends – having acted for them in many cases for up to 20 years or longer.
We work closely with our clients and their families to ascertain their needs and develop a tailored strategy to each individual.
Property ownership and management may be a particular concern and we provide specialist advice to clients where they are considering buying a house or a share of a house with other family members, or where they may be considering how care costs might affect them in the future.
In regard to care arrangements, we can:
- help with Social Service assessments; and
- liaising with care providers to ensure care needs are properly met.
We also deal with day-to-day financial management, including:
- working with our clients’ accountants, tax or investment advisors; and
- preparation of tax returns.
We can also provide information and reassurance to children and other family members who live abroad or a long distance away.
Information we need when making your will
Here is a link to a helpful checklist of key information to gather for your solicitor before instructing them to draw up a will.
Visits to a home or nursing home
For elderly or disabled clients, we can arrange to visit you at home or in a care home.
For information on legal costs
Please call our private client team to obtain a bespoke quotation.