Elderly Client Services
We have a specialist team of lawyers who deal with private client matters at each of our offices in York, Selby, Malton and Bridlington.
Our services are especially relevant to the elderly and we are always willing to help with issues such as making a Will, making a Lasting Power of Attorney, registering an Enduring Power of Attorney, dealing with Tax Planning matters, creating Trusts and dealing with Estate Administration (Probate).
Click on ony of the links above to find out more.
Please feel free to give us a call if there is any aspect we can advise upon.
Mencap Recommended Advisor
Crombie Wilkinson Solicitors is one of Mencap's recommended solicitors to parents and carers of children with a learning disability, and is able to offer advice to parents and carers who are considering making their Wills to plan for the future of their vulnerable child. Crombie Wilkinson also regularly speaks at Mencap's Wills and Trusts seminars for parents in the area.
Sharon Richardson from our Private Client team is a Mencap recommended advisor for Wills and Trusts. Sharon can advise you on how you can include a gift to Mencap in your Will or Trust. As a charity, Mencap would not be able to survive without the legacies left to them so it is important that if you want to make a gift to charity that you speak to a recommended advisor who can guide you through the process.
To find out more from Mencap about leaving a gift to them in your Will, please visit their website here.
Solicitors for the Elderly (SFE)
Sharon Richardson has also been accepted as a member of SFE. SFE is an association of lawyers who specialise in legal services for older people and their carers. Members of SFE have a wealth of experience within this key legal area and they are required to have spent a substantial amount of time working for elderly clients. To find out more please read our news article here.
Society of Trust and Estate Practitioners (STEP)
Belinda Poulter from our Private Client team is a full member STEP. STEP is an organisation whose members are professionals who specialise in the administration of estates, trusts and related taxes. To find out more please contact Belinda using the details below.
Probate Enquiry
Make a Probate Enquiry
When someone close to you dies, somebody has to deal with their "estate".
We are here to help you with the estate administration process. We can offer guidance and advice and help with the practicalities.
Sharon Richardson
Richard Watson
Jennifer Bartram
Belinda Poulter
Related Documents
- Crombie Wilkinson - Inheritance Tax Planning (214kb)
Inheritance tax (“IHT”) is a charge on the value of the assets gifted by someone either during their lifetime or on their death. Read our article to find out all about IHT and how it could affect you.
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