Retirement planning

If you or a relative are reaching state retirement age, you're likely to find a whole range of issues arising for which you're going to need expert legal advice.

How can we help?

You may want to reorganise your assets so you'll pay less tax or be properly cared for in the future, or maybe you want to ensure loved ones are suitably provided for after – or even before – your death. Whatever your needs, our specialists can help.

Offering practical and timely advice on a wide spectrum of matters affecting people nearing or past state retirement age, we can help you get your affairs in order so you and your loved ones can look forward to the future.

Our retirement planning services

• Estate administration is general advice on all aspects of estate handling
• Wills providing for loved ones after death
• Living wills when making specific requests in connection with your health care in advance of incapacity
• Proprietary Estoppel and handling claims made on an estate in return for unpaid or badly paid work or care
• Lifetime gifts and the making of trusts for the protection of assets
• Tax planning advice on reducing your personal, capital gains and inheritance tax burdens
• Arrangements for care and funding issues arising from the need for care at your home or in a nursing home
• Lasting Powers of Attorney and capacity that are dealing with claims that someone is incapable of looking after their own affairs and tackling those trusted to look after someone's affairs who are abusing their position

• Community care and advising on the range of benefits you can claim

Want to know more?

Take a look at our brochure.

View our response to the Department of Constitutional Affairs Consultation Paper on Lasting Powers of Attorney by Alistair MacFarlane and Nicola Plant.