Elderly Client

Gilbert Stephens provides comprehensive legal advice on the management of the finances of those suffering from 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 for them.

Why choose us?

The use of trusts to provide for relatives who have mental health difficulties is a regular part of our practice and of 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.


Richard Walford
Richard Walford

Partner - Head of Department Private Client
Exeter | Crediton
email | 01392 424242 | 01363 775566

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

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Claire Veness
Claire Veness

Supervising Partner Sidmouth Office
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

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Don Middlemost
Don Middlemost

Supervising Partner Budleigh Salterton
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

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Liz Govier
Elizabeth Govier

Supervising Solicitor Ottery St Mary Office
Ottery St Mary
email | 01404 812228

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

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Jamilah Pringle
Jamilah Pringle

Associate Solicitor
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

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Tim Leat
Tim Leat

Chartered Legal Executive
Ottery St Mary
email | 01404 812228

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

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Nysha Forsey
Nysha Forsey

Solicitor
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

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Rosy Holyer

Solicitor
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

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Gemma Townsend
Gemma Townsend

Solicitor
Exeter
email | 01392 424242

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

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Claire Thompson
Claire Thompson

Solicitor
Crediton | Okehampton
email | 01363 775566 | 01837 512100

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

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