Elderly & Vulnerable People
Your experts
Issues surrounding these needs are often sensitive in their nature and have the potential to be divisive.
Our highly skilled team offer sympathetic and practical guidance around the suite of issues intertwined with older people or those who are vulnerable.
Trust Boodle Hatfield to work with you to help you to:
- Ensure that you are confident that your affairs are in order and your wealth and assets will be managed as you wish
- On the preparation of effective Wills and Lasting Powers of Attorney
- On safeguarding your business ventures and providing clarity on your wishes for the future of those businesses
In addition to advising on matters relating to elderly individuals, here at Boodle Hatfield, we also specialise in working with the vulnerable. We regularly work with the family members of vulnerable children and adults. We can guide you, sympathetically, through the necessary steps to protect their interests, whether that is an application to the Court of Protection or on your rights and responsibilities as a deputy.
We pride ourselves on being highly attuned to your needs and will work with you to deliver a plan that works for you and your loved ones.
Recommended reading
In the latest episode of The Lessons in Legacy Podcast, Clare Stirzaker, Hayden Bailey, Katie O’Callaghan and Nicola Bushby discuss a series of topics that can often be underestimated when it comes to planning for the future.
Read more 6 min read 19 Mar 2024 Testamentary capacity in the spotlightA common ground for contesting a will is mental capacity and it is often deployed by disinherited family members to set aside a will. In Professional Adviser, Private Wealth Disputes Partner, Nicola Bushby explains what the test for mental capacity is, how it works in practice, and why contemporaneous medical assessments are important.
Read more 2 min read 18 Sep 2024 James Woods-Davison to speak at the ThoughtLeaders4 Contentious Trusts Next Gen SummitSenior Associate, James Woods-Davison will be speaking at the Contentious Trusts Next Gen Summit on a panel looking into how trustees can manage their risks and liabilities alongside Aidan Briggs at New Square Chambers and Jemma Goddard at Stewarts.
Read more 2 min read 23 Aug 2024 James Woods-Davison speaks at the ThoughtLeaders4 & ContTrA event on ‘Investments & ESG’Senior Associate, James Woods-Davison is speaking at the 4th annual ThoughtLeaders4 & ConTrA Private Client Summer School: ‘Ultimate Insider’s Guide to All Things Private Client’, taking place at Downing College, Cambridge on 21 – 23 August.
Read more