Advice for the Elderly Client

Wills, Trusts, Tax & Probate services

Every adult has the right to manage his or her own money and affairs. Sometimes, however, our ability to do this decreases as we grow older. Whether this is caused by illness, disability, or an accident, there are a number of practical steps you can take to prepare for this.

As time goes by, it is important to get your affairs in order and make your wishes for what happens in future known. Key areas to look at include Wills and Trusts, Lasting Powers of Attorney, Living Wills, making gifts and saving tax, advice on equity release schemes, property sales and negotiations with authorities.

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