Examples: Services for the Elderly

Powers of Attorney and Deputyship

Creating Powers of Attorney for personal and business use; applying for and administering applications for deputyship; helping vulnerable clients terminate Powers of Attorney which are being misused and acting for clients with disabilities.

Probate and Estate Administration

Giving practical guidance to expedite the administrative process; advising on tax consequences; navigating applications for agricultural property relief and winding up concurrent life interest trusts.

Lifetime or Will Trusts

Advising on the most appropriate trust vehicle, including trusts for the disabled, then creating and administering the trust.

Estate planning and bespoke wills

Working alongside clients to understand their asset structure, including corporate and agricultural interests, and pass on those assets to loved ones in a tax efficient manner.

Smart wills

Drafting bespoke wills to protect loved ones alongside appropriate tax planning which included the creation of life interest trusts.

Purchase of retirement homes

Acting for purchasers of retirement homes at Anchor Care in Bishops Waltham and dealing with their related sales.