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Private Wealth For Care Home Residents
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    Healys are specialists in numerous areas of Private Wealth work, varying from advising internationally mobile high net worth clients with UK connections on their estate planning, to administering estates, obtaining probate, preparing declarations of trust in relation to property, deeds of variation in connection with wills, powers of attorney, and overseeing general personal and financial affairs (particularly for the elderly). These include:

    • Drafting, amending and updating Wills;
    • Drafting and registering Lasting Powers of Attorney, and registering Enduring Powers of Attorney;
    • Drafting applications to the Court of Protection for Deputyship Orders for those who have lost mental capacity;
    • Drafting applications to the Court of Protection for the completion of Statutory Wills where a person has lost capacity without completing a Will and there is evidence that can be submitted as to the true intentions of the incapacitated person had they had capacity to complete their Will;
    • Advice as regards to the financial assessment for care fees;
    • Inheritance Tax planning and later life planning; and
    • Variations to Wills within two years of death for the purposes of Inheritance Tax mitigation.
    Call Us Today
    Call our London office on 020 7822 4000 or our Brighton office on 01273 838734. You can also contact us online.
    Call Us Today
    London: 020 7822 4000 Brighton: 01273 838734 Or you can contact us online: Contact Us
    Private Wealth For Care Home Residents capabilities
    Private Wealth For Care Home Residents experiences
    • Acted for a Holding Company of a number of Care Homes in the North West and South West, providing on-going employment related advice to management following the acquisition of existing businesses to ease the transition for employees. This included negotiating and drafting settlement agreements for exiting members of staff, advising on disciplinary and grievance processes and completing a review of existing employment contracts
    • Acted for a Care Home group based in the South West, providing employment contracts and staff handbook tailored specifically for Care Staff, Registered Managers and Care Home Maintenance staff
    • Acted for a South East based Care Home client providing advice and representation on an Unfair Dismissal Claim brought by their Registered Manager following her dismissal for gross misconduct.
    • Acted for a specialist Dementia Care Home located in London providing representation for a Coroner’s Inquest into the death of a former resident following a fall
    • Acted for a London Care Home providing advice and representation on an appeal to the CQC to change an Inspection Report rating of ‘Requires Improvement’ to ‘Good’
    • Provided initial free advice to NCA member Care Home based in Devon following a complaint made by a resident’s family member
    • Negotiated the terms of a pilot home care franchise and advised the franchisee on the associated risks and benefits of taking out an agreement with the franchisor
    • Acted for the operator in a £19 million refinance of an 11 property nationwide care home portfolio
    • Purchased a prominent site for a care home group’s flagship development of a state-of-the-art 85 bed care home in Kent
    Private Wealth For Care Home Residents insights
    • Buying A Care Home – Legal Issues To Consider

      13th August 2019

      The private sector makes up the majority of care home places in this country and with increasing demands caused by an aging population many companies and individuals are now considering investing in the care home market.

      What are the important legal issues that need to be considered in connection with such a purchase over and above the normal matters that need to be dealt with when buying a property and a business? Continue reading »

    • The Inspector Calls – Industry Advice And Legal Updates For Care Professionals

      20th March 2019

      On Thursday 14th March, The National Care Association hosted its first ‘The Inspector Calls’ event at the Hallmark Hotel Bournemouth East Cliff, in Bournemouth. Representing small and medium sized care providers and affiliated local associations, National Care Association is a leading body that liaises with national Government at a political and departmental level, Local Government and key stakeholder groups including the NHS and CQC to support care employers and employees. Continue reading »

    • Sorry Seems To Be The Hardest Word… CQC Fines Healthcare Provider

      25th February 2019

      The Care Quality Commission (CQC) fined Bradford Teaching Hospitals NHS Foundation Trust for failing to apologise to a family in a reasonable period of time. A baby had been admitted to Bradford Royal Infirmary in July 2016, but there were delays in diagnosing his condition and missed opportunities to admit him to hospital. He later died. In a development that will have raised the eyebrows of many in the care sector, the Trust was fined £1,250 after only apologising to the family in October 2016. Continue reading »

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