Ashby de la Zouch

01530 639 031

Tamworth

01827 758 041

Older and vulnerable client care procedures

 

We appreciate that it is especially important to treat older clients, their families and representatives, with additional consideration, by being both sympathetic and sensitive to any issues they may have.


We endeavour therefore to ensure that our firm and all of our employees treat older clients, their families and their representatives with kindness, dignity and respect at all times.

 

Due to the nature of the advice we may need to give, it is important for us to see our clients alone initially. However, we appreciate that some clients may be more comfortable having a relative or trusted friend with them during a meeting and so we will try to accommodate this when we can.

 

We shall need an opportunity to see our client alone, but we will do our upmost to make sure that the client feels at ease, and understands why it is necessary for us to see them alone initially.

 

Our written notes of meetings will include a record of anyone our client has asked be present with them at any meeting. If a client declines to have someone present with them, at any meeting, this will also be noted. We will ensure that all relevant facts are included in our attendance note of any meeting. We will send clients a note of our initial meeting so they can review the instructions they have given us.

 

In all cases, the pace and duration of each meeting is aligned to the needs of our clients.

 

Where legal terminology has to be used, we take care to ensure that our client understands what has been said. We will not proceed until we are satisfied the client has understood what has been said and that the client is comfortable to continue.

 

We will take steps to make ourselves aware of any potential capacity or physical limitations such as mobility, hearing or visual impairment. As far as possible, we will take these matters into account when meeting and communicating with older clients.

 

Correspondence and documentation can be produced in large print if necessary. Where appropriate, we will offer to visit our client at home. However, if a client visits our office, we will let him know what parking facilities and access are available and ensure that toilet facilities are readily accessible. We have meeting rooms on the ground floor and there are no steps to negotiate when accessing our offices.

 

We are sensitive to the possibility that older clients may be discomforted if they do not have current passports or driving licences. Extra care is therefore taken not to cause our clients any embarrassment, while ensuring that requirements for proof of a client’s identity are met.

 

Get in touch with a member of our team today.

Wills, Trust & Probate

Could Lasting Power of Attorneys go digital?

The Government plans to introduce a digital system for registering a Lasting Power of Attorney, but will this leave the elderly vulnerable to abuse?
Read Article
Wills, Trust & Probate

Interview: Wills and Probate with Janki Raikundalia

Janki Raikundalia discusses the change in Wills and Probate and her advice and predictions for what the future may look like
Read Article
Wills, Trust & Probate

The campaign: change the law which revokes Wills on marriage

In recent years, there has been a campaign to change the law to ensure that Wills are not automatically cancelled by a marriage, as this puts vulnerable people being at risk of being exploited.
Read Article
Wills, Trust & Probate

Leaving gifts to charity in your will

International Charity Day falls on 5th September, find out how you could contribute by leaving a gift in your will.
Read Article
Wills, Trust & Probate

Gifting and inheritance tax: Explained

Inheritance tax is a concern for many, but you can reduce your liability by giving gifts to friends, family and charities. Find out how in our latest article.
Read Article

 

 

HOW WE CAN HELP YOU?

HOW WE CAN HELP YOU?

Whatever your needs, assets or personal situation, we will listen to you and provide friendly and practical advice. Understanding your circumstances is the most important thing, so if you prefer to meet in person, by video link or something else - no matter where you are, we’re here to drive the change you need, or solve the problems you have.

Ask a Question Request a Callback Get a Quote

Latest News and Events

Wills, Trust & Probate

Could Lasting Power of Attorneys go digital?

The Government plans to introduce a digital system for registering a Lasting Power of Attorney, but will this leave the elderly vulnerable to abuse?
Read Article
Wills, Trust & Probate

Interview: Wills and Probate with Janki Raikundalia

Janki Raikundalia discusses the change in Wills and Probate and her advice and predictions for what the future may look like
Read Article
Team Fishers

Fishers Solicitors find out if they win Employer of the Year award!

On Thursday 16th September a group of employees at Fishers are heading to the Maher Centre in Leicester to attend an award ceremony to see if they have been successful in winning the Leicestershire Live, Employer of the Year award.
Read Article
Wills, Trust & Probate

The campaign: change the law which revokes Wills on marriage

In recent years, there has been a campaign to change the law to ensure that Wills are not automatically cancelled by a marriage, as this puts vulnerable people being at risk of being exploited.
Read Article
Home, Property & Land

I’m selling my house, what can I take?

When you sell your home, you will be asked to complete a Fixtures, Fittings & Contents information form, to ensure that it is clear between yourself and your buyer as to which items will be included or excluded from the sale of the property.
Read Article
Family Law

Do grandparents have a right to contact with their grandchildren?

For grandparents, losing contact with a grandchild can be heart-breaking. Read our guide to what you can do if you are prevented from spending time with your grandchild.
Read Article
Wills, Trust & Probate

Leaving gifts to charity in your will

International Charity Day falls on 5th September, find out how you could contribute by leaving a gift in your will.
Read Article
    FISHERS SOLICITORS
Fishers is authorised and regulated by the Solicitors Regulation Authority, SRA number 48317. The Solicitors Code of Conduct can be found by clicking the logo.

 

Cookie Policy   |   Terms & Conditions   |   Privacy Policy   |   Sitemap

© 2021 Fishers Solicitors

Website Design Quiet Storm Solutions Ltd