Elderly Client Services

For instance, we take measures to communicate in a way that suits you – whether it is using printed materials that are easier to read, or ensuring an induction loop is available. Talk to us about your needs and we will do our best to help.

As we get older it often becomes more difficult to understand and retain advice given, so we take steps to ensure clients fully understand the issues involved. Working with clients from across East Anglia, our team provides legal guidance on issues including:

Entitlement to Benefits

• Are you/your parents taking full advantage of the benefits and tax relief you are entitled to? Even if your family are the people caring for you, you could be entitled to benefits to help with the cost of care.

Minimising Inheritance Tax

• As you begin to plan for later life you may be considering the potential impact of inheritance tax. At Barker Gotelee we understand that you would want to make sure that this is minimised, to allow you to pass on more after you pass. Typical areas that we work with you on when discussing inheritance tax are:
• Asset protection
• Will planning and creation
• Business interest planning
• Tax mitigation

Care/Nursing Home Funding

• Larger numbers of people are requiring care home or nursing help in their later life. This can be a worrying financial cost as you plan for the future. Having worked with clients in this situation we have experience and understanding in clarifying care home fees and related care/nurse costs. We can help protect your assets by carefully reviewing your families circumstances, advising you and negotiating with you the complicated regulations. This can include:
• Local Authority Funding for care
• Registered Nursing Care Contributions
• NHS Continuing Care
• State benefits
• Care home contracts and payment plans
• Moving in with Children – whether this is in your own home, their home or a new home, we can help both with the legalities of moving, the tax implications of this (e.g. of owning a home with your children) and how this might affect your future planning (even up gifts between one child and another).

Making a Will

• Find out about our services dedicated toward writing a Will and dealing with Trusts and Taxes
• We can help appoint a Lasting Power of Attorney

You are welcome to visit us in our offices in Martlesham Heath, near Ipswich – we have car parking right outside our door.

Alternatively, we can arrange a virtual call or our lawyers can visit you at home if you are unable to come into the office.

Contact us, we are here to help.