Managing the financial affairs of others

Expertise and experience

We have considerable experience of advising on both the legal and practical arrangements  that need to be put in place when you need to manage the financial affairs of others. This includes advising on:

• Lasting Powers of Attorney
• Court of Protection
• Wills
• Advice on financial and other gifts
• Availability of financial support

Organising the practical aspects

As we are often appointed as professional Attorneys or Deputies, we have direct experience of the practical aspects of managing financial affairs of others on a day-to-day basis. You can draw on this experience to understand how best to deal with issues such as :

• Managing bank accounts, investments, property
• Paying bills & other liabilities
• Completing tax returns
• Keeping accounts
• Paying for care
• Applying for state support
• Making decisions about accommodation
• Practical assistance eg re-homing pets, house clearance