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Personal Services

Later Life Planning

Putting in place plans for the future can help you and your family secure your future, especially if your situation changes. It also enables you to safeguard your assets for your family in the future. Our experienced solicitors can help you to make the right arrangements, giving you the peace of mind you’ve done what you can to protect yourself and your loved ones.

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Attorney and Deputy Management Care Home Planning Deputyship & Court of Protection Family Trust Administration in Later Life Inheritance Tax Planning Lasting Powers of Attorney Protecting Your Assets Trust Disputes in Later Life
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Later Life Planning


Nobody wants to think about a time when we're no longer around, or not be able to make decisions for ourselves. But it's important to have these conversations and plan for certain circumstances when you're able to. Our experienced solicitors make this as straightforward as possible, advising on the best solutions to meet your needs.

If you’re planning for your own future or you’re responsible for someone else’s, getting advice to suit your situation is important. From handling potential care requirements and managing your assets, to planning in your business, we guide you through your options, explaining everything in plain English and making sure all practicalities are addressed.  


How we can help

There are several ways we can set out our wishes to protect both ourselves and our loved ones against situations we may face in the future.   

Our expert solicitors can help you with:

  • Wills - You may have an idea of what you want your Will to cover or perhaps you aren’t sure where to begin. Whatever your situation, we listen to your thoughts and concerns, providing clear advice to determine what is important to you.
  • Powers of Attorney - You may be thinking about putting powers in place to allow others to step into your shoes, either to deal with your finances, make health decisions or run your business. We talk you through how you can structure these powers, so you can ensure they are managed in a way that you are happy with.
  • Care home planning - If you're concerned about your possible care needs, we can discuss how these may be funded and how you can plan to lower the fees for this to conserve your family's assets.
  • Succession planning and protecting your assets - It's natural to want to provide for your family after you’re gone and ensure assets built up during your lifetime are passed to your children or grandchildren. Careful Inheritance Tax planning can reduce the tax liability your family may face, while a trust can be a useful way to control when individuals can benefit from your wealth or shield a portion of your assets.
  • Court of protection - In some cases, your loved one may no longer have the mental capacity to make important decisions about their own welfare or finances. In these cases, the Court of Protection can make decision on their behalf, appointing a deputy to look after the affairs. If you need help with an application to the Court of Protection in relation to a deputyship or for a statutory Will, or if you need advice on your role as a deputy, our Court of Protection solicitors can help.

Find the full list of areas relating to later life planning that we advise on to the right.

We know that everybody's situation is different. We listen to what is important to you and recommend the most suitable solutions, taking into account your current position as well as your long-term goals.


Expertise you can rely on

Our team is recognised in leading legal directory, The Legal 500, which notes Tozers as being "very approachable and knowledgeable", while identifying our head of team, Grainne Staunton, as "an expert in inheritance tax and succession planning".

We’re also members of the Society of Trusts and Estates Practitioners (STEP), keeping at the forefront of best practice so you can feel confident in your arrangements.  

Most importantly to us, our expertise is reflected in the positive feedback we receive from our clients.


“Effective, efficient and professional. Listened to my requirements, offered suggestions and advice where appropriate.”



Find out how we can help you

Make sure that you have made the necessary provisions for your future. Contact our solicitors using our online enquiry form below or call us at one of our offices.



Solicitor accolades