Elderly and Vulnerable Client Services

As one of the UK’s Top 20 law firms with unrivalled global law experience, our team of friendly and experienced private wealth lawyers are here to provide invaluable support for vulnerable, elderly clients.

It’s important to think about the technicalities of what happens to our personal finances and affairs as we get older - whether you or a member of your family is suffering from physical or mental incapacity, or you simply want to put in place arrangements to help reduce the impact on your family, our elderly client services team is here to keep vulnerable clients and family members informed and involved in key decisions.

We understand that the process of putting end of life plans in place can be an emotionally difficult and stressful time for all involved, but that’s why our lawyers are here to help. Our team of knowledgeable solicitors for the elderly are here to provide personalised advice surrounding issues such as; lasting power of attorney’s, statutory wills, advanced decision, protecting assets from care home fees and more. 

We are here to assist our clients to put key structures and documents in place ahead of time, in order to effectively manage their affairs and prevent potential financial losses, whilst also reducing stress on family members in the future. In addition to this, if a client suffers from loss of capacity, our experienced solicitors are on hand to manage their affairs end-to-end. Whether this involves aiding them in investment management or handling day-to-day bill payments, our elderly client services cover all financial needs.

Elderly client services

The needs of our clients are entirely individual and can be complex depending on family situations, business assets and personal circumstances. Therefore, our experienced lawyers are here to offer pragmatic advice across a wide range of elderly client services as listed below.

Lasting Powers of Attorney (LPA’s)

• Preparation of Property and Financial Affairs and Health and Welfare LPAs 
• Registration applications.

Deputy and attorney management services

• Full review and management of property and financial assets of the client, including ensuring that they have access to sufficient funds for day-to-day expenses and that all eligible benefits are claimed
• Where appropriate, investigating and tracing missing money and taking steps to recover any misappropriated funds
• Instructing local agents to deal with any overseas assets
• Monitoring all Local Authority care and financial assessments, and eligibility for Continuing Health Care funding
• Acting as a professional attorney or deputy, or providing comprehensive advice to lay attorneys and deputies, including on discrete issues
• The completion of a range of applications, including those required to appoint or remove a Deputy, to sell/purchase property/ make gifts, those relating to health and welfare decisions and Statutory Will applications
• Advising on the implications of making an Advance Decision and/or an Advance Statement, including Do Not Resuscitate orders (DNRs), and assisting with the preparation phase of such a statement 
• Helping with Court of Protection Disputes relating to issues such as; suitability of a deputy, decision making capabilities and challenges to ‘best interests’ decisions.

Our vulnerable client services team have years of legal expertise to support clients in navigating difficult decisions in regards to their personal finances in the present and in preparation for the future. If you, your family or panel deputy are in need of professional legal advice surrounding end of life arrangements, get in touch with our team of accomplished lawyers and read more to discover the ways in which we can help today.