Later Life Planning - Private Client Solicitors

Later Life Planning

AT PRIVATE CLIENT SOLICITORS OUR LAWYERS FULLY UNDERSTAND THE SENSITIVITIES AROUND ESTATE PLANNING FOR CLIENTS WHO MAY BE IN THE LATER STAGES OF THEIR LIVES.

We can assist our clients to navigate the complex legal framework to suit their individual needs in relation to late life planning. Furthermore, we are members of the esteemed ‘Solicitors for the elderly’ and fully understand the legal requirements of individuals who are approaching retirement or have already retired.

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We can support clients and their families through the complexities of later life advice, such as:

  • Bespoke Wills
  • Creating and registering Lasting Powers of Attorney documents
  • Mental Capacity
  • Making applications to the Court of Protection
  • Advice in relation to pension planning and estate planning
  • Care Home Fees Planning
  • Challenging NHS Continuing Healthcare decisions
  • Probate
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Recent case examples are as follows:

  • Advising a family whose mother was terminally ill with cancer about the implications of inheritance tax and restructuring the estate to save a considerable amount of tax
  • Advising the family of an individual living with dementia about care homes planning
  • Assisting a family to navigate the complex rules of gifting and involving the Court of Protection to ensure the wishes of the retired individual were adhered to
  • Successfully challenging the NHS in obtaining continuing healthcare funding for a family who had previously been denied the funding
  • Challenging the decision of a pension provider to ensure that the deceased’s pension was paid out to the rightful heirs (and not to his ex-wife who he had historically listed as a beneficiary)
  • Restructuring an estate to maximise the amount of inheritance that would be received by the future generations (and preserving wealth against the threat of inheritance tax and care home fees)
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Private client legal services

We have extensive experience in relation to wills, trusts, tax, estate planning, succession, wealth preservation, probate, mental capacity law and philanthropy. Our priority is to ensure that your legacy planning produces the best possible outcome for you and your family.

Our team

At Private Client Solicitors, we are always on the look out for exceptional people to join our growing team. We would be delighted to have a conversation with anyone with private client legal experience who believes in our overall ethos – which is to put our clients at the forefront of everything that we do.