Law & Financial 50+

It’s all too easy to keep putting off those ‘annoying’ but very important matters affecting your future. We all do it because the future can seem a long way off.
The reality, of course, is that it’s not.

This is why planning ahead and making the right decisions today will give you ‘peace of mind’ knowing your personal and financial affairs are organised in the ways you want them to be.

As members of Solicitors for the Elderly we are committed to the Code of Practice which stresses:

  • The importance of treating clients with dignity and respect, in a manner that is sensitive to their situation. 
  • The use of Plain English to communicate in an easy, understandable language, avoiding unnecessary legal terminology.
  • The possibility of potential hearing and visual difficulties which need to to be taken into account when communicating. 
  • The importance of ease of access and parking for less mobile clients. 
  • The availability of home visits at a time and cost agreed in advance.

We will ensure that:

  • Your affairs will be handled properly by someone you trust in the event that you are unable to do so personally. 
  • Your assets pass to family, friends, other people or organisations as nominated by yourself. 
  • Inheritance tax issues are dealt with in accordance with your best interests to minimize any liabilities.
  • Issues such as residential care, if required, are handled both sympathetically and to minimize the impact upon your assets.

Law & Financial 50+:

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Lead Contacts

Bruce Ballard
Partner, Head of Personal Tax, Trusts & Probate - Colchester
Colchester
01206 217327
Claire Read
Partner, Head of Personal Tax, Trusts and Probate - Chelmsford
Chelmsford
01245 453835
Nicola Ward DipFA, Cert PFS, CeMAP, CeRER
Associate, Head of Financial Services
Colchester
01206 217309