Other Services

Care Home Fee Planning

This is a popular topic now that people tend to enjoy longer lives. Regrettably this doesn’t always mean a person can continue to stay in their own home and it may be the case that as their health fails, the need for professional care arises. Sometimes people may prefer the companionship that a care home provides free from the worry of living and coping alone. Whatever the situation, we can provide advice concerning how care fees are assessed and what can be done to reduce the burden, including putting you in touch with financial advisers who may be able to recommend suitable options. In some cases equity can be released from a property to fund a ‘live in’ carer, and this is something we are also able to advise on. We never advise on vigorous anti-care fee avoidance schemes and urge all clients to exercise caution where these are concerned. As with most things in life, what seems too good to be true usually is.

 

Inheritance Tax Planning

If inheritance tax (‘IHT’) is likely to be an issue then we can advise on a way of reducing the liability. Sometimes this can also be done after a person has passed away. Again, we would never advise a client to adopt anti-avoidance measures, but often there are strategies which enable you to pass on more of your wealth to your family rather than the Government.

Commissioners for Oaths
Severance of Joint Tenancies
Helping with Paperwork
Managing your affairs and finances

Specialists Solicitors for the elderly & official member of ‘STEP’ 

THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS

The Wills, Probate & Elderly Client Specialist

We are a niche practice specialising in Wills, estate administration (commonly known as ‘probate’) and matters affecting older people such as Powers of Attorney.

 

The owner of the firm is Luisa Nicholson, who qualified as a Solicitor in 2003.  In 2013 she was appointed HM Assistant Coroner for Exeter and Greater Devon.

Wills

Other Services

Powers of Attorney

Over 20 years

EXPERIENCE

We want to provide you with the best possible service. However, if at any point you become unhappy or concerned about the service we have provided then you should inform us of your concerns immediately so that we can do our best to resolve them.

 

If we cannot resolve your complaint then you can approach the Legal Ombudsman. They will look at your complaint independently and it will not affect how we handle your case.