Our team of highly skilled experts provide practical and sensitive advice to clients caring for an elderly or vulnerable person, as well as those requiring assistance managing their own affairs.
Offering a range of bespoke services tailored to your unique situation, our team of specialists will ensure the decisions you make now provide peace of mind and a robust framework for the individuals you entrust with your affairs if you need their help in the future, or provide support if you are looking after an elderly or vulnerable person at the moment.
Your team
Your elderly and vulnerable client team
With many years of experience in this complex and often urgent area of the law, our team are adept at understanding both the day-to-day and long-term issues that many of our clients face; offering pragmatic solutions to ensure appropriate plans can be implemented.
Our approach is flexible and responsive to ensure we adapt to your changing needs, and our team will handle your affairs with the skill, sensitivity, and kindness you deserve. Our national presence means we can meet you and your family wherever you’re most comfortable.
Clients come to us for help protecting their assets in later life; to protect vulnerable individuals; and for help with Lasting Powers of Attorney – for Health and Welfare as well as Property and Finance. If it’s lifetime planning or Wills you need guidance with, our dedicated team are ready to help you, and we can act as a professional attorney under a Lasting Power of Attorney to support and advise family attorneys, and as a professional deputy offering advice and support to family deputies.
Other areas our clients trust us with include: Liaising with wealth managers holding or managing investments for elderly or vulnerable individuals; drafting and advising trusts for the disabled including tax advice; advising on personal injury trusts following a personal injury claim; and making applications to the Court of Protection for Wills, gifts, and other estate planning for individuals who lack capacity.
Looking for independent financial advice that gives you clarity and confidence – for now and the future?
In need of an elderly and vulnerable client service lawyer? Look no further.
At Womble Bond Dickinson we have an exceptional team of talented lawyers and business professionals who can offer guidance and find the solutions right for your business. We have both broad and niche expertise across all our UK and US offices.
Nicola and David whose daughter, Alice, was injured during birth resulting in severe learning and physical disabilities. Our team advised her parents about their obligations in relation to settlement funds from a successful negligence claim, helped with employment obligations for carers, assisted with an application to appoint a deputy to represent Alice, and when she is no longer a minor, we’ll advise in relation to the preparation of a Statutory Will and other appropriate estate planning
Specialists from our team also helped Alan, a successful, self-made entrepreneur who regularly reviews his estate planning and has recently been diagnosed with motor neurone disease. Our team have advised him in relation to his business and personal tax planning issues (in the UK and abroad) and strategies to provide equitably for his family. We helped his family to understand their obligations when making decisions as Alan's attorneys and advised on the interaction of Lasting Powers of Attorney, Advance Statements and Advance Decisions
Our client Camilla, 85, has property in Europe and the UK, investments in the US and is the beneficiary of a number of complicated family settlements. Camilla made a Property and Financial Affairs Lasting Power of Attorney appointing WBD Trust Corporation as her attorney. The Trust Corporation initially managed her family settlements, pensions, investments and taxation while she continued to manage her own day-to-day affairs. When she could no longer make financial decisions due to dementia, WBD Trust Corporation managed her day-to-day finances too. Our team took steps to manage Camilla's affairs throughout England and provided advice in relation to her assets abroad
Our team helped Duncan, 60, a farmer and landowner and his wife Annabel. After suffering a serious stroke Duncan is unable to make decisions about his property and finances and is dependent on Annabel and carers for his basic personal needs. Annabel, who is appointed as Duncan's deputy, needed help dealing with the complexity of managing the estate, and guidance after Duncan’s children believe Annabel is mismanaging estate funds. We supported Annabel in her role as property and finance deputy, and advised on an application for a statutory Will for Duncan, as well as inheritance tax planning
We advised Alex, 40, a successful fund manager and keen cyclist. He wanted to be sure that if he had an accident and suffered catastrophic injuries leaving him in a minimally conscious state with no likelihood of recovery, that medical treatment would be withdrawn so that he could die peacefully and with dignity. Our team helped Alex complete an Advance Statement which sets out the particular circumstances in which he wishes to have medical professionals withdraw treatment together with a health and welfare LPA. In addition, we advised and assisted Alan to prepare a comprehensive and appropriate Advance Decision.
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