Call us today on 01430 871420 or 0800 111 4996

Elderly Client Services

Sadly, we are all, unfortunately getting older.  As we do, our requirements change and these changes can often be expensive and sometimes inappropriate to the express needs of the family’s wishes.

Wise Solicitors endeavour to help people to make the most of opportunities for the future and contribute towards an overall plan for retirement. This may include accounting for the issues that may arise from incapacity, funding for care, inheritance tax planning, wills and lasting powers of attorney.

Our services include:

  • advising on the use of an existing enduring powers of attorney and, registering enduring powers of attorney
  • advising on, preparing and registering both property and financial affairs and health and welfare lasting powers of attorney (LPA’s) and acting as certificate provider if appropriate
  • long-term care planning – severance of joint tenancies
  • advising on and preparing wills for the elderly with their specific needs considered
  • living wills and advance directives
  • lifetime gifts – making use of annual allowances and exemptions
  • protecting assets for the younger generation
  • post-death planning by way of Deeds of Variation
  • statutory wills – advice in relation to the making or amendment of wills for those who have lost capacity

We can offer our elderly clients a full and easy to comprehend review of their circumstances to help them to put all of their affairs in order in the best way to suit their position. We are here to help you and your family and we are happy to meet clients either at home or at their care home if necessary.