PERSONAL LEGAL WILLS, TAX AND ESTATE PLANNING
Browse Service Case Studies
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Long term care funding
2011-11-01
Tollers recently had success on behalf of an elderly lady in dispute with her local authority. The lady entered permanent residential care and was assessed by her local authority as being responsible for the full cost of her care due to the fact that she owned a share in a residential property and a share in some agricultural land. The local authority had agreed to defer payments based on her capital but were intending to place a charge on the residential property to secure payment at a later date. Tollers were able to successfully argue that the capital valuation had been carried out incorrectly. The result of which was that the client's capital was reassessed taking her below the lower limit of £14,250 meaning that she is entitled to retain all of her capital including the shares in the property and land.
There are specific guidelines governing how much an individual is expected to contribute towards the cost of residential care, if you have any concerns about a financial assessment please contact Tollers.
Related staff members Barry Rogers (barry.rogers@tollers.co.uk / 01536 276739) and Kirstie Brownbill (kirstie.brownbill@tollers.co.uk / 01536 276734)
Related Staff Members: Kirstie Brownbill
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