Golden Years

This service is about looking after you by protecting your property and assets in later life against depletion from Care Fees and Inheritance tax and ensuring you have someone to act for you and manage your affairs if you are unable to do so yourself.

Particularly:

  • If you are post-retirement age and wish to plan for later life and ensure you have someone to turn to
  • If you are elderly and wish to relieve the worry and burden from your children or other relatives
  • If you are a child with an elderly parent and live some distance from them or will not be able to assist them easily if needed

There are three levels of service depending on your circumstances:-

Independence at Home

Independence at home – where you are still living in your own home and want to stay there for as long as possible to maintain your independence. We will assist with safeguarding your finances and wellbeing by helping to:

  1. Review and update your Will
  2. Ensure you have a Lasting Power of Attorney for Property and Financial Affairs
  3. Advise you in connection with a Lasting Power of Attorney for Health and Welfare or a "Living Will" and prepare accordingly
  4. Review your finances in detail and obtain independent financial advice for you where required
  5. Provide you with tax advice where required
  6. Ensure you are receiving all the state benefits you are entitled to
  7. Act as your advocate if you are hospitalised, attend on you and check on your care whilst in hospital
  8. Act as your Attorney if required
  9. Help source and arrange care at home for you
  10. If downsizing to a smaller property we would act in connection with the sale and purchase for you

Care at Home

Care at home – where you are still in your own home but you may need to move into residential care 1 to 8 above plus we will:

  1. Provide you with advice and help with selling your home or letting it
  2. Help source and arrange care for you in residential accommodation
  3. Help you move into residential care, ensure this is organised for you and you are accompanied where required

Being cared for away from home

Being cared for away from home – if you are moving into residential care 1 to 8 above plus we will:

  1. Provide you with advice and information on choices of care home and your options
  2. Arrange befriending services / outings once you have moved into care
  3. Attend care home meetings / social services meetings with you or on your behalf
  4. Help supervise your care and ensure all your needs are met
  5. Regularly review your care needs and the standard and quality of your care

To arrange a review and to discuss your personal circumstances and requirements directly, please contact Robert Goodchild or Katharine Palmer to make an appointment for a review consultation.

Richard Robson
Member
Robert Goodchild
Member
Katharine Palmer
Member
Scott Burdett
Member