Elderly Client Service

Organising your affairs for the future can be done at any age, but after retirement you may find yourself in a position of greater clarity in where you are, what you have, and what you wish to happen. Added to that you will also have the possible luxury of greater free time to enable you to really take your time in thinking things through.

For example, you may wish to revisit or establish your wishes for end of life care or life sustaining treatments, create or update an existing will and testament, or evaluate your wealth and assets as to whether they are being utilised correctly in savings or investments.

Thinking about actually doing all of these can be daunting, especially if you are alone or with limited support, but please do not be deterred from even an initial discussion – you will be pleasantly surprised at how simple and stress free our experts can make this for you.

At Pengelly & Rylands our team of wills, trusts and probate lawyers offer a range of elderly client services, including:

  • the creation of a power of attorney appointing someone you know and trust to manage your personal affairs if you lose the ability to manage them yourself;
  • the creation of a business power of attorney appointing someone to manage your business affairs;
  • the creation of an advanced decision confirming whether you would like life sustaining treatment if you become very unwell;
  • a plan to cover the payment of care home fees and to fund other long-term care costs;
  • a plan to enable you to pass on money to your loved one’s while you are still alive, paying no more tax than is necessary and without affecting your own standard of living; 
  • the creation of a will to ensure your money and property goes to those you choose to receive them;
  • the creation of a trust to protect the inheritance of vulnerable beneficiaries; 
  • tax planning to ensure you take advantage of any available exemptions and reliefs, particularly for inheritance tax; and
  • general wealth protection advice to ensure you and your family hold on to as much of your hard-earned money and property as possible.

We can also help your family apply to the Court of Protection for permission to deal with your affairs if you are too ill to make a lasting power of attorney and to apply to the Probate Registry after you have died for permission to administer your estate.

Advising families throughout Kent and beyond

We have offices in Tenterden, Maidstone, Gravesend and Chatham where we can meet you to discuss your requirements.

We can also offer meetings at your home, in hospital or in a care facility, and in exceptional circumstances a telephone appointment can be arranged via skype. 

Funding

An initial appointment to discuss your requirements can be arranged from £95 plus VAT.  After that we can agree funding arrangements to suit your budget.

Get in touch

Call us on 01580 762248 if you need our help. Alternatively, please complete our Contact Us form and we will be in touch as soon as possible.

 

For further information please call to speak to one of our experts on 01580 762248