Property issues for elderly clients

Most of our staff are working remotely and we are arranging meetings via video conferencing or telephone call where possible. However, our offices are open for essential meetings, which are by prior appointment only, if there is no alternative.

To see how we are operating safely at this time, you can read about our safety measures below.

Safety Measures

Risk Assessment

All of our staff will continue to be available on the same telephone numbers and email addresses, please see our People Page for contact details.

If you need advice about COVID-19/Coronavirus and how will impact you, your family or your business, please read our latest news and insights on our COVID-19 Support Hub

Raising income from your home

Elderly persons with considerable value locked up in their own homes may seek to realise that value in order to boost their income or to reinvest the capital. There are a number of plans on the market for this purpose. However, some of these schemes may be quite unsuitable and independent advice must be taken.

Leaving your home

On the other hand you may need to move out of your existing home into sheltered accommodation or residential care. In those circumstances we can advise on types of accommodation and the minimising of fees. You may wish to give your house to your children or other relatives or alternatively you may need to move in with your children. We can provide guidance on the tax and property consequences in order to protect your interests.

"They are very client-friendly; I wouldn't hesitate to put an elderly vulnerable client in front of them."

Chambers HNW 2017 – Quote from a care professional