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Elderly Client Issues and Lifetime Planning

Planning for the future is very important, often we all leave things too late. Peace of mind is something that is hard to place a value on. We can provide you with the peace of mind required so that you can carry on living your life to the full.

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Our Elderly Client and Lifetime Planning Services

In addition to advising on inheritance tax issues (see the Wills section) we can assist you with income tax and capital gains tax. We can help you complete your self assessment tax return and ensure that all of the appropriate exemptions and reliefs have been claimed for you.

Here are just some of the things we can advise you on:-

Lasting Power Of Attorney

The Mental Capacity Act 2005 made it possible to appoint a person of your own choosing to administer your property and affairs, healthcare and personal welfare in the event of mental incapacity. We understand that mental incapacity can affect not only the elderly – premature dementia or an accident can have the same effect. For more information please see our  Lasting Power of Attorney (LPA) section.

Long Term Care Planning

It's hard to imagine not being able to live in your own home, and look after yourself.  Planning at the right time to make sure any care you may need in the future is covered without having to sell your home is important for some people.  Find out more about paying for a permanent care home place.  We can advise you on the options available to you through our extensive local knowledge both in relation to financial help and services to help you to live at home and moving to residential and nursing homes.

Inheritance Tax Planning

When trying to minimise the inheritance tax payable on your estate by your beneficiaries, there are many different options, depending on the circumstances. Subject to your particular situation, the size of your estate and various other factors, we can provide you with a list of options and their pros and cons.


A Trust is a fund which contains assets that are controlled by you and/or a nominated third party for the benefit of a specific individual(s). They are governed by complex legal regulations and separate tax rules. A Trust can be set up at any time during the lifetime of an individual to become operative immediately or, not until your death.  We can set up a trust for you, assist in its management through to changing or breaking a trust.

Registering Enduring Powers of Attorney (EPA)

When the donor of an EPA made by midnight on 30/09/07 becomes mentally incapable,  an application must be made to register the power at the Office of the Public Guardian.  We can act for the attorney and take care of this application ensuring all the correct procedures are followed.

The Office of the Public Guardian (Court of Protection) 

If a member of your family has become incapable of dealing with their property and affairs and healthcare and personal welfare without having made a valid Enduring Power of Attorney or Lasting Power of Attorney then an application must be made to the Office of the Public Guardian which has various powers including to appoint a deputy to administer and manage financial affairs.  We are experienced in making these applications.


If you have young children, you should consider appointing guardians to take care of them if you die while they are still young. Even if you have "god parents" we all know that the choice of god parent is sometimes an emotional decision made a specific time.  This is usually done whilst making your Will.

Can We Help You With Any Of These Services?

We hope you will see that we have a wide range of specialist experience in this area of law. Please call us on 01634 811 118 or complete our online enquiry form to find out how we can help you.

The materials appearing on this website do not constitute legal advice and are provided for general information purposes only. No warranty, whether express or implied is given in relation to such materials. We shall not be liable for any technical, editorial, typographical or other errors or omissions within the information provided on this website, nor shall we be responsible for the content of any web images or information linked to this website. Viewing this website, or contacting us does not constitute a solicitor client relationship between you and this firm.