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Elderly Client Services

Elderly Client Services

We have a specialist team of lawyers who deal with private client matters at each of our offices in York, Selby and Malton.

Our services are especially relevant to the elderly and we are always willing to help with issues such as making a Will, making a Lasting Power of Attorney, registering an Enduring Power of Attorney, Long Term Care, funding of Long Term Care, Court of Protection Deputyships, dealing with Tax Planning matters, giving away your home, creating Trusts and dealing with Estate Administration (Probate).

Click on any of the links above to find out more.

Please feel free to give us a call if there is any aspect we can advise you or a family member on.

Solicitors for the Elderly (SFE)
Sharon Richardson and Belinda Poulter are both members of SFE. SFE is an association of lawyers who specialise in legal services for older people and their carers. Members of SFE have a wealth of experience within this key legal area and they are required to have spent a substantial amount of time working for elderly clients. To find out more please click here.

Read what the SFE have said about fully funded NHS Health care here.

Watch a video by SFE on Making a Lasting Power of Attorney here. You can speak to a member of our private client team at Crombie Wilkinson Solicitors who will advise you on the steps you need to take to put an LPA in place.

Society of Trust and Estate Practitioners (STEP)
Belinda Poulter from our Private Client team is a full member of STEP. STEP is an organisation whose members are professionals who specialise in the administration of estates, trusts and related taxes. To find out more please contact Belinda using the details below.

Dying Matters
Sharon Richardson and Belinda Poulter from our Private Client team are members of Dying Matters. Dying Matters is an online resource giving advice and support to people by raising awareness of dying, death and bereavement. In 2009, the National Council for Palliative Care (NCPC) set up the Dying Matters Coalition to promote public awareness of dying, death and bereavement. Their members include organisations from across the NHS, voluntary and independent health and care sectors (including hospices, care homes, charities supporting old people, children and bereavement); social care and housing sectors;  a wide range of faith organisations; community organisations; schools and colleges; academic bodies; trade unions; the legal profession and the funeral sector. You can find out more by visiting their website at www.dyingmatters.org

Read what our client's have said about our service:

"Very efficient, friendly and helpful. Everything was explained perfectly. Very polite and made you feel welcome. Could not find fault with anything. Within two weeks everything was completed."

"We were made to feel very much at ease."

"Highly recommend home visits."

"I was very grateful to have a home visit as I am no longer mobile."

 

  • Jennifer Bartram

    Jennifer Bartram

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  • Richard Watson

    Richard Watson

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  • Sharon Richardson

    Sharon Richardson

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  • Darren Norgate

    Darren Norgate

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  • Belinda Poulter

    Belinda Poulter

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  • Vaughan Lindley

    Vaughan Lindley

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  • Ellie Robinson

    Ellie Robinson

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  • Orlando Bridgeman

    Orlando Bridgeman

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Related Documents

  • Inheritance Tax Planning advice (156kb)
    Inheritance Tax (“IHT”) is a charge on the value of the assets gifted by someone either during their lifetime or on their death. The main rate of IHT is 40%. This is charged on the value of the assets over the available nil rate band of that person. This applies both to the value of the assets in the estate on death and to gifts of assets in the seven years before death. Taper relief can reduce the amount of tax payable on gifts made more than three years but less than seven years before death. Read our document for more advice on Inheritance Tax Planning.

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