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ELDERLY CLIENT & LIFETIME PLANNING
We have a sympathetic and caring team who offer Tax Return advice and assistance as well as helping our elderly clients with all their legal requirements including payments of bills, collection and investment of money, arrangements for Care Homes and applications for state support.
We can also discuss with you various options aimed at protecting the home and assets for the next generation.
We will also give advice on Equity Release schemes and whether there are alternatives which might be better suited to your needs.