Kathy Lawrence
Tax benefits for older people
Do my ageing parents still have to pay tax? What benefits and schemes are there to help them? When you’re helping relatives and friends to manage their finances as they get older, there are several questions you may want to clear up regarding their finances. Tax professionals Tax Rebate Services offer the following pointers. Attendance […]
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NHS Continuing Healthcare: why it’s important to have a coordinator
Claiming NHS Continuing Healthcare in the UK is an uphill struggle. Our expert Roger Burgess explains why it’s so important to ensure an independent coordinator is appointed. Note: This article was originally published in February 2016, and the Framework it discusses has since been updated. While much of this article is still relevant, there […]
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NHS fully-funded care for people with primary health needs – part 2
Following his discussion of who can claim NHS Continuing Healthcare funding in part 1 of this article, independent adviser Roger Burgess explains the steps that applicants will go through to make their claim. He provides comment and advice based on his experience of helping others to make claims. Note: This article was originally published in […]
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NHS fully-funded care for people with primary health needs – part 1
People with a ‘primary health need’ could be eligible for NHS Continuing Healthcare financial support but it’s not a service that’s widely advertised. Expert Roger D Burgess describes what he has learned from helping families to make their claims. Editor’s note: This article was originally published in February 2016, and the Framework it discusses has […]
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Tips on safely managing money for the less mobile
Handing over a bank card to someone else is a breach of Ts&Cs. So how can those with limited mobility withdraw cash and manage money? Helen Doyle, Head of Policy & Research at the Payments Council, offers some advice. Managing finances can be tricky at the best of times, but imagine finding yourself unable to […]
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How to claim a lost pension
Update. A useful article written in February 2020 on how to track down missing pensions. Written by Rebecca Lenton Once your parent passes retirement age it’s likely they’ll be living off a number of pension pots. With most people moving jobs an average of 11 times during their working career it can be easy to […]
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How to manage your parent’s financial affairs
Associate Solicitor Stuart Adams, from Penningtons Manches LLP, shares his advice on how to deal with organisations such as banks, building societies and utility companies on your parent’s behalf when there is no Power of Attorney in place. While it’s your parent’s right to manage their own financial affairs, advancing age, illness or disability can […]
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How to help your parent find the right buildings and contents insurance
Ashley Shepherd, Managing Director of Over50choices, helps us take a look at the factors your parents should consider when choosing home insurance, providing helpful guides on how to find the right policy to suit their needs. They say your home is your castle, which is probably true when you consider the amount of money we […]
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Tips on buying travel insurance for medical conditions
Written by Kathy Lawrence Having just been through the process of trying to buy travel insurance for someone who suffered a heart attack a couple of months ago, I’d like to add a few tips for others that we have gleaned through our experience. We thought that it would make sense to buy annual, multi-trip […]
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How to find the right life insurance for your parent
If your parent is considering life insurance for the first time and faces bewilderment at the level of choice, here is guidance through a diverse market. Firstly, you should review any policies your parent may already have in place and consider whether there is a need for a new life or long-term care insurance plan. […]
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