"It takes as much energy to wish as it does to plan"
Legal specialist in providing Later Life estate planning solutions and advising vulnerable clients.
Later Life Planning
Specialising on a wide range of services including:
- Trust Planning
- Long Term Care Planning
- CHC Funding Support
- Lasting Powers of Attorney
- Deputyship Applications
- Advance Decisions
- Professional Attorney Services
- Administation of Estate Services
- Pre-paid Funeral Planning
- Professional Trustee Services
- Administrative Support Services
Later Life Planning Limited
My passion is helping people achieve their estate planning wishes. Every client has a uniquely interesting story to tell and to be able to assist clients in realising their goals is very special to me.
My Professional Memberships
What our clients think of our service
knowledgeable in guiding us through the process of setting up our powers of attorney and our wills..
Mr and Mrs C, Okehampton
I have no more worries.
Mr and Mrs M
A thoroughly professional job throughout with no pressure
Mr and Mrs G, Taunton
answered all my questions with patience and kindness
Mrs S, Dorset
Looking ahead into the future...
It is apparent too few of us are planning for later life. The facts supporting this worrying trend speak for themselves.
Wills - The percentage of adults in the UK who have not made a Will.
Care Home Fees - The average annual cost of care home fees for an individual in the UK.
Lasting Powers of Attorney - Fewer than 1% of people in the UK have an LPA.
Pre-paid funeral plans - The percentage of adults in the UK with a pre-paid funeral plan.
Make an Enquiry
For more information on our services and to get a call back, please get in touch today.
Complete our contact form and send us a message.
Keep up to date with the latest News and Blog posts
Sunday 19th June 2022
What to do if an executor is not taking steps to administer an estate
Gavin says: After a death, the estate’s executor or administrator has the job of winding up the deceased’s affairs. If the executor or administrator fails to act, steps must be taken to see that the estate is administered. Let’s now look at what happens if they fail to carry out...
Gavin BallRead full post
Are there personal risks to me acting as an executor?
Gavin says: the executor to an estate has the job of winding up someone’s affairs after their...
15th May 2022
What should be in estate accounts?
Gavin says: After a death, the deceased’s executor or administrator has the job of winding up...
1st May 2022
What your executor should know about Probate fees.
Probate fees increased in January 2022 to a single flat rate of £273 for all...
27th Mar 2022