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Practical Planning – Care Home Fees, Finances, Wills and Trusts

Wills and Trusts

Fisher Jones Greenwood LLP has extensive experience of dealing with sensitive issues, including writing wills and dealing with probate.  Our team is caring and supportive, offering sympathy and understanding in times of bereavement. 

The firm provides a convenient service, by offering home or hospital visits to those who are unable to attend the offices. 

The firm offers advice and assistance with regard to general Wills and Trusts matters, but with regard to Community Care in particular, has expertise in the following areas:

  • Living Wills for people who wish to express their wishes about their treatment, care and support in the event of them being unable to do this at a later time
  • Discretionary Trusts – for example, for the parents of disabled children who wish to make provision for their children.  This can be particularly important as Vulnerable children or adults who are left with an inheritance may be unable to manage that inheritance, and it may also affect their entitlement to housing, housing assistance, benefits and Community Care services.  This is because the capital may take them over the means threshold for free services.

Financial Planning and Care Home Fees

If a person is assessed as not being eligible for fully funded NHS Continuing Care, and they have property, capital or income over a certain threshold, they may have to pay for their care home fees and various costs of their care.  This can be very expensive.  They can take advice on how best to manage their finances and assets.  While this firm does not offer financial advice about how to manage a person’s finances, an Independent Financial Advisor should be able to help with advice about how to deal with this.  However, the firm does deal with conveyancing transactions, transfer of equity and ownership of assets, commercial transactions, establishing Trusts, etc, for people who have taken advice and want to proceed with carrying out the necessary transactions.

The Wills and Probate team pages have more information, the team can be found at the following address:

Fisher Jones Greenwood LLP
Norfolk House
23 Southway
Colchester
Essex
CO2 7BA

Tel: 01206 578 282

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