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Elderly Client Advice

We provide professional, impartial and sympathetic advice for our older clients at a time when failing health and mental skills can make them particularly vulnerable.  We are acknowledged specialists in the legal, financial and practical issues that affect older people and their families. These include:-

 

  • Lasting Powers of Attorney
  • Applications for Deputyship Orders (where an individual has lost capacity and there is no  valid Power of Attorney)
  • Applications to the Court of Protection, for example for the making of a “statutory” Will or lifetime gifts where individuals have lost mental capacity
  • Advice in relation to Wills and Trusts
  • Advising upon long term care funding and asset protection
  • “Top-up” fees and deferred payment agreements for the funding of long term care
  • General investment advice
  • Inheritance Tax mitigation

 

Many of our older clients require financial advice in addition to legal advice - we will be happy to point you in the direction of our preferred Financial  Planning partner, European Wealth Management Group Limited, if you do not already have access to a trusted financial adviser.  Introductory meetings can be held at our Farnham office by arrangement.

 

 

Bells Solicitors Limited.   Registered in England and Wales no. 07827988.   Authorised and regulated by the Solicitors Regulation Authority.   SRA number 569030.   VAT registration number 137595285