Elderly & Vulnerable People
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.
In a recent STEP article Private Wealth Partner, Mark Lindley outlines what can be done when a trustee or personal representative makes a mistake and the possible legal remedies.Read more 8 min read 23 Sep 2020 Remote witnessing of Wills—pros and cons from a disputes’ perspective
Private Client analysis: Mark Lindley, partner at Boodle Hatfield, discusses the new rules in the Wills Act 1837Read more 5 min read 19 Mar 2020 Law Firm Disclosure Ruling On Trustee Docs Has Limits
A recent Court of Appeal ruling that a trustee can’t use privilege to withhold documents requested by a beneficiary will have a limited impact due to a 2018 update to the U.K.’s data protection law.Read more 4 min read 21 Oct 2019 Inheritance dispute: Oldest died first
A recent case, Scarle v Scarle  EWHC 2224 (Ch), had to address the operation of the rarely used ‘commorientes’ rule.Read more