Wills, Probate, Tax and Trusts for the Care Sector

Our Wills, Probate, Tax & Trusts team understand the unique legal needs of care homes, residents, and their families.

More about Wills, Probate, Tax and Trusts for the Care Sector

Our dedicated team offers a comprehensive range of services to ensure your residents receive the best possible care while their wishes and financial security are protected.

Planning for the Future

We guide residents and their families through the creation of Lasting Powers of Attorney (LPAs) to appoint trusted individuals to manage their financial and healthcare decisions if they lose mental capacity. We can also assist with Wills and Inheritance Tax planning to minimise the tax burden on loved ones.

Addressing Mental Capacity Issues

If a resident lacks mental capacity and hasn’t made an LPA, we can help navigate the Court of Protection to appoint a deputy. This process can be lengthy and stressful, so we strive to minimise delays and ensure a smooth transition.

Probate and Estate Administration

We handle the legal complexities of probate, efficiently administering estates and ensuring assets are distributed according to the deceased’s wishes.

Expert Guidance and Support

Our team includes members of the Society of Trust and Estate Practitioners (STEP) and the Association of Lifetime Lawyers, providing exceptional expertise in these areas. We offer clear, jargon-free explanations to empower you with the knowledge needed to make informed decisions.

Tailored Solutions

We understand each situation is unique. We work closely with you, service users and families to develop a personalised plan that meets everyone’s needs.

Comprehensive Support

In addition to legal advice, we offer informational sessions for residents and families to increase understanding of these important matters. We also provide staff briefings to ensure everyone is aware of legal considerations and can best support residents.

Helping Those Without Family

For residents without family, we can act as a trusted advisor, managing their affairs and providing guidance to appointed attorneys or deputies.

Recognition for our work

Our dedicated Care team

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Partner and Head of Insurance, Insurance

Kella Bowers

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Partner and Head of Wills, Probate, Tax and Trusts, Wills, Probate, Tax & Trusts

Jane Burbidge

Contact Us

No obligation, no pressure. We will only use your information to return your call and you won’t receive marketing emails. A member of our team will get back to you shortly.

0800 689 0831 - Monday - Friday: 09:00 - 17:00

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