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Wills, Probate, Tax and Trusts for the Care Sector

Our Wills, Probate, Tax & Trusts team understand the unique legal needs of care homes, residents, and their families.

More about Wills, Probate, Tax and Trusts for the Care Sector

Our dedicated team offers a comprehensive range of services to ensure your residents receive the best possible care while their wishes and financial security are protected.

Planning for the Future

We guide residents and their families through the creation of Lasting Powers of Attorney (LPAs) to appoint trusted individuals to manage their financial and healthcare decisions if they lose mental capacity. We can also assist with Wills and Inheritance Tax planning to minimise the tax burden on loved ones.

Addressing Mental Capacity Issues

If a resident lacks mental capacity and hasn’t made an LPA, we can help navigate the Court of Protection to appoint a deputy. This process can be lengthy and stressful, so we strive to minimise delays and ensure a smooth transition.

Probate and Estate Administration

We handle the legal complexities of probate, efficiently administering estates and ensuring assets are distributed according to the deceased’s wishes.

Expert Guidance and Support

Our team includes members of the Society of Trust and Estate Practitioners (STEP) and the Association of Lifetime Lawyers, providing exceptional expertise in these areas. We offer clear, jargon-free explanations to empower you with the knowledge needed to make informed decisions.

Tailored Solutions

We understand each situation is unique. We work closely with you, service users and families to develop a personalised plan that meets everyone’s needs.

Comprehensive Support

In addition to legal advice, we offer informational sessions for residents and families to increase understanding of these important matters. We also provide staff briefings to ensure everyone is aware of legal considerations and can best support residents.

Helping Those Without Family

For residents without family, we can act as a trusted advisor, managing their affairs and providing guidance to appointed attorneys or deputies.

Recognition for our work

Our dedicated Care team

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Partner and Head of Social Care, Insurance

Kella Bowers

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Partner, Wills, Probate, Tax & Trusts

Jane Burbidge

Contact Us

If you have an enquiry then please fill in your details and someone will contact you.

0800 689 0831 - Monday - Friday: 09:00 - 17:00

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Please note that our offices will be closed from midday, Friday 20th December 2024

The offices will be open as usual on Monday 23rd December 2024.

The offices will then be closed from Tuesday 24th December through to Wednesday 1st January (inc), reopening as usual from 2nd January 2025.

The emergency contact number during this time is - 01772 220022 or 01254 675050.

By submitting your enquiry you agree that Forbes can contact you.

© 2024 Forbes Solicitors is the trading name of Forbes Solicitors LLP Offices in Preston, Manchester, Salford, Blackburn, Blackpool, London and Leeds UK Main Office: Rutherford House, 4 Wellington Street (St Johns), Blackburn, Lancashire, BB1 8DD • Vat No: 174 394 344 Forbes Solicitors is authorised and regulated by the Solicitors Regulation Authority (SRA No. 816356). Details of the SRA’s Standards and Regulations can be found here.

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