As you get older you may find it harder to manage your affairs and in particular your finances. We are very experienced in helping our clients to organise their Will and we encourage all clients to set up a Lasting Power of Attorney (LPA).
Having an LPA in place means that you have chosen someone to help manage your affairs, your attorney, if you are no longer able to do so. That way if funds are needed to help with your care, your attorney can help to organise them. It can also be important to protect the interests of elderly clients and avoid future pitfalls in the management of their affairs.
Solicitors for the Elderly
Many of our team are members of the “Solicitors for the Elderly” organisation. Solicitors for the Elderly (SFE) is a national organisation of lawyers committed to providing and promoting high quality legal services for older people, their family and carers. SFE members have experience and specialise in a wide range of legal issues affecting older and vulnerable people. To become a member you must have a qualifying number of years’ experience advising older people and complete an examination. It also has a Code of Practice which solicitors must follow and which is designed to ensure you are given clear and straightforward advice and that your interests are safeguarded at all times.
We believe this means members of SFE are very well qualified to provide advice to elderly and vulnerable clients and their families.
We can also offer advice on planning for future care fees, Local Authority assistance and the benefits and allowances that may be available. If you have pension plans and/or investments and you would like advice regarding planning for the future, we work closely with Raymond James Investment Services Limited which is an international investment management company, through the Raymond James Weald of Kent branch. It is managed by Mark Beaney who has worked with Whitehead Monckton and its clients for many years.
Managing your affairs
Unfortunately, if you are unable to manage your own affairs and you have not set up an LPA, then we can help by advising and guiding your family through an application to the court to appoint a Deputy.
A Deputy has the authority to manage your financial affairs or make health and welfare decisions on your behalf. We can also act as a deputy if your family is unable to do so or do not live nearby to then organise your affairs.
If you or your family need more details please contact us.
Wills and Inheritance Quality Scheme (WIQS)
We are also delighted to be an accredited member of the Law Society’s Wills and Inheritance Quality Scheme (WIQS). Being a member of WIQS demonstrates that we follow best practice procedures to meet the highest standards of technical expertise and client service in providing tailored wills and probate advice to consumers. All members of our “Tax and Estate” team are WIQS accredited. Please see our client charter for the benefits of using a WIQS accredited firm.
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