Our team provides elderly client advice such as the protection of finances against fraud and the rebuttal of claims of undue influence. Perhaps your family may need guidance on how to assist you and deal with your affairs if you are becoming or have become mentally unable to do so yourself. We would be happy to advise or assist your family.
We can offer advice on planning for future care fees, Local Authority assistance and the benefits and allowances that may be available.
Unfortunately, if steps are not taken by you and if you were to lose your mental ability, then our team can help by advising and guiding your family through an application to the court to obtain an Order which appoints a Deputy for you. A Deputy has the authority to manage your financial affairs or make health and welfare decisions on your behalf. By obtaining the Deputy Order someone in your family or a trusted friend can step in to help manage your affairs.
Services We Provide.
Protecting the elderly
Managing your estate
Managing your affairs
Please contact us if you have a query relating to privatising your wealth. We will check whether we can act for you and, if so, we will confirm the terms and conditions of our retainer with you in a client care or engagement letter
If you require advice, ring our Private Wealth department and arrange a meeting with a member of our team
We understand that when you experience significant changes in your personal life, you will need someone to give you sensitive advice with a professional approach
Please contact a member of the Private Wealth Team.
We are happy to discuss all matters in relation to protecting the elderly, managing your estate and managing your affairscontact
Lasting Powers of Attorney.
Taking steps to ensure your financial affairs, future healthcare and welfare needs are in order will support and guide your relatives or friends in their care for you, should you require their assistance in the future.find out more