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Our team specialises in providing legal advice for the elderly on a wide range of issues, including the drafting and updating of wills, estate planning, asset management, and inheritance tax.

Elderly Legal Advice

As old age approaches, it is common for individuals and their families to start seeking legal advice. Neglecting to set your affairs in order may mean your family is not properly provided for, which can create unnecessary stress during your retirement years.

Percy Hughes & Roberts Solicitors specialises in providing legal advice for the elderly on a wide range of issues, including the drafting and updating of wills, estate planning, asset management and Inheritance Tax. We provide supportive and straightforward guidance on a range of topics, and will be able to walk you through each step of these complex legal processes.

Whether it is for yourself or a family member, Percy Hughes & Roberts can offer advice that is tailored to the needs of the older generation. Based in Birkenhead, we have been delivering the highest quality legal services for older clients across the Wirral, Merseyside and the North West for more than 100 years.

If you are seeking advice on any legal matters affecting you in your later years, the team at Percy Hughes & Roberts are here to help. Give us a call today on 0151 666 9090, or send us a query by email by filling in our online contact form.

How can our specialist solicitors for the elderly help you?

PHR Solicitors has a specialist team providing legal advice for the elderly, and can address all of the legal concerns you or your family might have. This includes:

  • Ensuring you have an up-to-date will in place
  • Helping you set up a Lasting Power of Attorney to ensure your affairs will be taken care of if you lose your mental capacity
  • Protecting your family's assets and ensuring they are kept within the family if you are required to go into residential or nursing care
  • Determining whether your family estate is liable for Inheritance Tax, and helping to mitigate this where possible

Because we specialise in providing legal advice for people in later life, our team understands the concerns you might have and will be happy to listen to all your legal concerns. We can visit you or your family member in your home or place of residence if this is the most convenient option.

Why choose Percy Hughes & Roberts Solicitors?

Our specialist solicitors have many years of experience providing legal advice for the elderly, and will provide you with the clear, comprehensive guidance you need to enjoy peace of mind in your later years.

Our commitment to the highest standards of service is reflected by the numerous accreditations we have received from prestigious national organisations such as Lexcel, the Law Society's quality standard.

We have been providing legal advice to customers in the North West for more than a century, and we are dedicated to supporting the members of the community we serve in any way we can.

Frequently Asked Questions About Legal Advice for Older People

What kinds of legal matters typically concern older people?

Elderly people often face a unique set of legal challenges and considerations as they age. This is why it is so important to get the specific legal help you need from experts with relevant experience in working with older people. No matter what stage of your life you are in, it can be wise to plan ahead and make sure the important details are taken care of.

Here are some of the most common areas in which we provide legal advice and services for those in later life:

  • Wills and Probate: Drafting or updating your will to ensure that assets are distributed according to your wishes upon death, and providing guidance on the probate process. This includes setting up and managing trusts that can protect your assets for grandchildren or other family members, and advising on the tax implications of your estate planning decisions. You should also keep your will up to date and make sure to check it regularly, in case your intentions for your money and assets change over time. We can support you to review your will.
  • Power of Attorney: Setting up a Lasting Power of Attorney (LPA) allows you to appoint another person to make decisions on your behalf if they become unable to do so. It is important to do this while you can still make your own decisions, as planning ahead can help to ensure that things will be managed according to your wishes. There are two types of LPAs:
    • Property and Financial Affairs LPA: covers decisions about finances and property.
    • Health and Welfare LPA: covers decisions about health and care.
  • Estate Planning: Advice on how to arrange assets in a manner that can mitigate potential Inheritance Tax liabilities and ensure that wealth is passed down as intended. 
  • Care Home Fees: We can provide guidance on understanding and potentially mitigating the costs associated with residential care or nursing homes. Sometimes, moving assets into a trust can shield them from being used to pay for care fees, which can help to ensure that beneficiaries enjoy the full value of these assets.
  • Court of Protection: If someone is mentally incapable and has not set up an LPA, it may be necessary to apply to the Court of Protection for a deputyship order to make decisions on their behalf. We can advise families on how best to manage an elderly relative's care.
  • Dispute Resolution: Help in mediating family disputes, especially those related to care, finances or inheritance.

At Percy Hughes & Roberts, we have served Merseyside and the North West for more than 100 years, and we pride ourselves on offering a range of high-quality services. Whatever you need help with, get in touch today and learn what we can do for you.

Contact Percy Hughes & Roberts

To speak to a will and probate solicitor at Percy Hughes & Roberts, give us a call on 0151 666 9090, or complete the enquiry form on our contact page to send us a query by email. 

We pride ourselves on offering expert advice that's easy to understand, and we will be with you through every step of the legal process. Our offices are based in Birkenhead, but we service the wider Wirral, Liverpool, Cheshire, Merseyside and North Wales area, as well as clients nationwide.

Wills & Probate Resources

How much money can be given to a family member as a gift? UK law can be complex. Here, the experts at Percy Hughes and Roberts Solicitors explain.
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When preparing to make a Will, many people ask whether an Executor can also be a Beneficiary. The short answer is yes, it is perfectly normal and legal to name a Beneficiary as an Executor of a Will. In this guide we explain what both roles entail and cover any other restrictions Executors and Beneficiaries may face.
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One of the most important aspects of estate planning is deciding who will be your executor. This will be the person to carry out your final wishes after you die. A question we often get asked is whether this individual can decide who gets what after you pass away. We explain everything you need to know in this brief guide.
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Meet Our Team

Contact Percy Hughes & Roberts

Our award-winning solicitors have provided legal advice to people across the Wirral, Liverpool and further afield for more than 100 years.

Our aim is to excel as a firm of independent lawyers in the provision of specialist quality legal services for individuals and for business.

Contact us today by telephone, email or by using our online contact form. 


Awards & Accreditations

A selection of industry bodies who, accredit, support and endorse PHR Solicitors; including the Law Society, the Solicitors Regulation Authority, and others. We know you want to work with a practice you can trust.