LIFETIME PLANNING

Lifetime Planning
Our range of services is tailored specifically to the needs of older people. Our aim is to make the management of their financial and legal affairs easy and stress free.

Our highly trained staff are caring and friendly, and include Members of Solicitors for the Elderly, a national organisation of lawyers, who are committed to providing and promoting robust, comprehensive and independent legal advice for older people, their family and carers. We will visit you at home or in hospital (in our local area) without making an additional charge.

We can advise on:

  • Wills
  • Gifts and inheritance tax
  • Powers of attorney
  • Court of Protection matters
  • Care fees
  • Advanced Directives

Power of Attorney
Our friendly, expert team can guide you through the process of choosing suitable people to manage your affairs if you become incapable in the future. These are important decisions and should not be taken lightly.

We can advise about:

  • Lasting powers of attorney – Health & Welfare
  • Lasting powers of attorney – Property & Affairs
  • Acting as certificate provider
  • Registration of Enduring and Lasting powers of attorney
  • Court of Protection applications
  • Your role as attorney or deputy
  • The Mental Capacity Act 2005

Related Services

our highly experienced staff are caring and friendly

we can guide you through the process of choosing suitable people to manage your affairs

Talk to us

Contact us by telephone on 01460 279279 or click the button if you would like to enquire about a particular matter without obligation.

Latest News

Will Writing
The fundamentals of wills: Revocation

Our partner Michael looks at what makes a will and how they work, starting with revocation. Michael specialises in wills and inheritance disputes which means he is well position to explain this area and consider what happen when things go wrong.
The execution of a will, in most circumstances, revokes an earlier one.

A revocation clause, usually found at the start of a will, ensures there can be no doubt that the testator wanted their new will to replace an earlier one.

Reminiscence Learning last wee
Reminiscence Learning last week

All of us at Stokes Partners were delighted to host Archie from Reminiscence Learning last week.

Reminiscence Learning is an amazing Somerset based charity specialising in raising awareness of dementia across communities and generations, providing respite activity to support carers and those they care for and organising training sessions, carer support groups and community activity sessions.