Caring for the elderly is a situation facing millions of people. Families often need assistance with managing elderly relatives’ financial affairs and long-term care. And individuals also need to plan for their own old age.
Our private client team is very experienced at helping people plan for their own or other people’s care, and we apply sensitivity, practicality and legal expertise in all our work in this area.
We offer a wide range of advice
Planning for the future is not just a question of paying into (or drawing) a pension. There are many other aspects you should consider, for example:
- putting a power of attorney in place before you become unable to manage your own affairs
- financial planning
- making arrangements to pay for help and care home fees
- inheritance tax planning
- making a Will
- setting up trusts.
As well as considering these aspects for yourself, you may need to persuade or help other family members to address them.
Equally, you may need to update existing plans to reflect changes in your family, for example altering a will or power of attorney to take account of the death of a relative.
Whether you are planning for yourself or a close family member, we can handle the day-to-day aspects of making payments and dealing with finances, and the longer-term aspects of making sure the resources are in place to cover your changing needs.
"There is a real willingness to help at Lindsays. The first thing that strikes you is the warm welcome and their willingness to help."
Chambers UK: A Client's guide to the UK legal profession
Meet the team
Grant Johnson
Title: Partner, Head of Private Client
Department: Private Client Services
Location: Dundee
Deborah-Anne O'Donnell
Title: Trainee Solicitor
Department: Private Client Services
Location: Dundee
