Elderly Client

Gilbert Stephens provides comprehensive legal advice about the management of the finances of those experiencing mental incapacity, either through old age or other mentally debilitating illnesses. We can advise those:

  • Who may become unable to manage their own affairs
  • Who need to look after the finances of others
  • Who wish to provide for a relative who has mental health difficulties

In addition, we can:

  • Advise you how to ensure that all your financial affairs will be in good hands should you be unable to manage them for yourself
  • Help those who need to take on the finances of an incapacitated relative, (whether under a Power of Attorney or a Receivership), which can include advice on applications to the Court of Protection, (for example, to approve a new Will or tax planning scheme).

Why choose us?

The use of trusts to provide for relatives who have mental health difficulties is a regular part of our practice, and is an area in which our team has a wealth of experience. Trusts can be set up to start during our client’s lifetime, or to come into effect under their Will. Often a trust will ensure that a gift can be made without risk that the recipient will lose means-tested benefits.

Please get in touch:

E-mail:


Richard Walford
Richard Walford

Partner
Exeter
email | 01392 424242

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning, Step Members

View Profile

Gilbert Stephens Solicitors, Headshots, Comm By Dana Mulligan
Jonathan Cave

Partner
Sidmouth
email | 01395 512443

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Court of Protection, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning, Step Members

View Profile

Jamilah Evans
Jamilah Evans

Partner
Exeter
email | 01392 424242

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Court of Protection, Wills & Estate Administration, Inheritance Tax Planning, Step Members

View Profile

Don Middlemost
Don Middlemost

Partner
Budleigh Salterton
email | 01395 445581

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Court of Protection, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning

View Profile

Nysha Forsey
Nysha Forsey

Partner
Crediton
email | 01363 775566

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Court of Protection, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning, Step Members

View Profile

Conall Ryan
Conall Ryan

Partner
Okehampton
email | 01837 512100

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning, Agricultural, Step Members

View Profile