The over-60s in the UK are now among the wealthiest in the population, many having benefitted from at least one property boom. With people living longer and the increasing cost of elderly care, the older generation needs to ensure they have funds for future comfort, while hopefully leaving behind some assets for their loved ones.
Swindells can advise elderly clients, or family members with responsibility for elderly relatives, on taxation and help them manage their affairs, bringing peace of mind. Matters will be dealt with openly, ethically and professionally. Some of the areas where we can help are more traditionally dealt with by solicitors. Swindells can provide the same paperwork with the added advantage of having considered the figures and tax implications.
Areas covered include:
- Wills
- Inheritance Tax Planning
- Trusts and Estates Management
- Powers of Attorney
- Care Home Fees and benefits - We have experience of dealing with Social Services and Government Agencies in these areas.
Contact us
To make an appointment to discuss issues for the elderly, contact Head of Taxation and Private Clients, Robin Stevenson by emailing robins@swindellsaccounting.co.uk
