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Problems for Professional Advisers

Emma Chamberlain is head of the Tax Trust and Probate Department at Cole and Cole, a Thames Valley firm of solicitors, and as a member of the Secretariat of the Tax Law Review Committee has recently helped to produce a report on tax simplification. Here she looks at some issues that need to be considered when advising elderly clients

1 March 1996

Emma Chamberlain is head of the Tax Trust and Probate Department at Cole and Cole, a Thames Valley firm of solicitors, and as a member of the Secretariat of the Tax Law Review Committee has recently helped to produce a report on tax simplification. Here she looks at some issues that need to be considered when advising elderly clients.

In the first issue of Elderly Client Adviser Martyn Gower examined the relationship between the elderly client and the professional adviser and raised a number of very relevant points.

His article led me to think about my own work as a professional adviser for elderly people and to consider some of the other points which can crop up when advising clients particularly in relation to second marriages.

1. Second Marriages

The professional adviser to elderly clients often needs to draft a Will for someone who has married for the second time: perhaps the first spouse died or they divorced. The...

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