• Making a Will is vital if you want to be certain that your wishes will be honoured after you die and is the only way to make sure your savings and possessions go to the people and causes you care about.  You can also decide in your Will who will take care of your children should you die whilst they are still young.

• If you have a difficult family situation, we can advise on solutions to provide you with a fair and effective Will, helping to reduce the chance that your Will/wishes are challenged by any disappointed beneficiaries after you die.

• If you die without a Will your loved ones might have to pay unnecessary tax.

• We have a wealth of experience particularly in dealing with Wills for people with complex land holdings or business interests, and where there are vulnerable or disabled beneficiaries.

 Lasting Powers of Attorney

• Making a Lasting Power of Attorney allows you to choose someone to make decisions about your finances, property and personal welfare should you become unable to make decisions yourself.

• Becoming incapacitated without a Lasting Power of Attorney in place could result in your loved ones having to make a time consuming, expensive application to the Court of Protection with ongoing requirements such as paying the Court regular fees and submitting an annual set of financial accounts.

• If you do not have a Lasting Power of Attorney for your Health and Welfare in place, your loved ones will not be able to ensure that they can be involved in the decision making process regarding your care.

Court of Protection

• Making an application to the Court of Protection may be necessary if a person is unable to make decisions about paying bills or managing finances or property, when there is no-one with legal power to access their finances.

• An application to be appointed as a ‘Deputy’ for someone who has become mentally incapable of managing their affairs ensures a family member or friend is able to help and be involved in important financial decisions.

• Whilst it is possible to apply to the Court for a Deputyship Order regarding a loved one’s Health and Welfare, these are very rare and usually only issued in exceptional circumstances.  

• In the circumstances we would strongly recommend obtaining a Lasting Power of Attorney before the opportunity to do so passes.

Care for the Elderly

What sets our private client team apart is that we are prepared to go that extra mile for our older clients. We provide home and nursing home visits. We are prepared to act as executors and attorneys for those without suitable family or friends or for clients who just prefer a professional to handle their financial and property matters efficiently.