Older &
Vulnerable Clients

Arrow to next section

Legal protection for the elderly and vulnerable.

Life is complicated, and we’re all aware that as we age, our cognitive abilities often decline, affecting our ability to think clearly and make sound decisions about our finances, health and care. When these matters affect a family business, it can be even more complex and highly emotional.

We can help you to plan now, for a time when you are no longer able to, or want to, make these decisions for yourself, with a lasting power of attorney. Our team is also experienced in providing legal guidance when making decisions on behalf of family members suddenly becomes your responsibility.

Our specialist team have earned a reputation for the assured and careful handling of a range of legal issues surrounding the welfare and needs of older and vulnerable people. This includes the experience of trusts and mental health, helping to navigate the complex rules and assessments of care home funding, and working with the court of protection to ensure the necessary care and financial agreements are put in place.

We invest our time to develop close relationships with families and carers, so we can best reduce the pressure during emotional situations, sensitively manage any family tensions and navigate a clear path forward.

Get in touch

Our services include:

Lasting power of attorney
Care home funding
Estate planning
Court of protection & deputyship
Wills & trusts

Why Choose SE-Solicitors

Understanding

With our belief that relationships really do matter, we’re focused on understanding you and your world more deeply.

Expertise

By harnessing our collective skills, knowledge, and depth of expertise, we support you to manage the unique complexity of your personal and commercial interests in a smarter way.

Insight

Naturally strategic, we’re able to see the bigger picture, solve problems and realise opportunities more effectively.

Agility

Always responsive, with a solutions orientated mindset, we get to the heart of the matter fast, enabling you to reach positive outcomes more quickly.

Meet our Team for Older & vulnerable clients

Lucy Gordon, Private Client Director at SE Solicitors, write a will
Read profile

Lucy Gordon

Director
01295 204000
Liliana Tomasulo, Senior Associate at SE Solicitors, Private Client, write a will
Read profile

Liliana Tomasulo

Director
01295 204144
Tom McInerney, Private Client at SE Solicitors, write a will
Read profile

Tom McInerney

Senior Associate
01295 204092
Kristina Dunne, Private Client, SE-Solicitors, Bicester, write a will
Read profile

Kristina Dunne

Senior Associate
01869 222304
Ore Smith, SE Solicitors, Private Client
Read profile

Ayo-oreOluwa Smith

Solicitor
01295 204042
Aimee Bowles, Private Client at SE-Solicitors, write a will
Read profile

Aimee Bowles

Executive
01295 204029
Katie Delorie, Agriculture, SE-Solicitors, Trainee Solicitor
Read profile

Katie Delorie

Trainee Solicitor
01295 204038
Read profile

Isabelle Draper

Paralegal
01295 204132
Read profile

Charlotte Davies

Paralegal
01295 204011

Our client testimonials

“The service we got from Ore was outstanding. He understood our needs quickly and was able to guide us in the right direction.”
Client 2026
“From start to finish everything went smoothly and was a great help to me at a very difficult time. Aimee and other members of staff were kind understanding and efficient.”
Client 2026
“I have been extremely impressed by the approachable, welcoming, helpful, efficient, effective, reliable and excellent service delivered by SE-Solicitors and their team.”
The Legal 500, 2026
“Lucy Gordon is capable, responsive and easy to deal with. She has great knowledge, is thoughtful and thorough – everything you want in a lawyer.”
The Legal 500, 2026
“They have in-depth knowledge of their subject and are willing to investigate any obscure points that may arise.”
The Legal 500, 2026
“I have dealt mainly with Liliana Tomasulo and have always found her to be courteous and polite. The information she gives is always clear and concise and she always makes sure that I understand what she has told me.”
The Legal 500, 2026
“The team take the time to understand client needs and then have a high level of technical knowledge to work through situations and provide solutions.”
Client, The Legal 500 Review
“The team have great resilience and zeal against what at times seemed impossible odds.”
The Legal 500, 2025
“Everyone at SE with whom I had contact were very friendly, helpful and approachable and my dealings with them were easy to understand.”
The Legal 500, 2025
“I have always found the firm in Banbury to be very professional and courteous and the probate team were especially sensitive in their dealings with me during this difficult time. They handled the whole process efficiently and expedited all necessary paperwork in a timely fashion.”
The Legal 500, 2025
“Very easy to deal with, speak in plain English avoiding legalese. Communication is to suit the client. I feel that we got great advice to ensure our financial affairs were put in order.”
The Legal 500, 2025
“We have used SE-Solicitors on several occasions and shall continue to do so in future as the need arises. We have confidence in the professional and efficient service we receive from them.”
Client, 2024
“From beginning to end, our experience with SE in Banbury was excellent. All staff were friendly and helpful. It was a pleasure to work with Liliana Tomasulo in creating our new wills and discussing inheritance tax matters. Thanks to everyone!”
Client, 2024
“SE-Solicitors offers extremely high quality contentious and non-contentious Private Client advice.”
Client, The Legal 500 2024
“Well established and knowledgeable team. Good communications and understanding of customer requirements.”
Client, The Legal 500 2024
“Lucy Gordon is a standout and runs a good team. You get niche expert advice without incurring London prices. All work is done efficiently and with a realistic commercial feel.”
The Legal 500, 2024
“Very knowledgeable, yet able to make this knowledge very accessible to lay person. Very personable professionals who are also friendly and warm and show real empathy.”
Client, The Legal 500 2024
“Tom McInerney is extremely knowledgeable and has a warm and understanding demeanor when dealing with all clients. He has a particularly calming and caring influence on clients.”
Client, The Legal 500 Review 2023
“SE-Solicitors is a unique practice. Efficient, friendly, with an amazing work ethic that we have never experienced with other practices.”
Client, The Legal 500 Review 2023
“I particularly value the personal relationship, continuity, and knowledge of my family over many years. I have always had excellent, prompt service at what I believe are reasonable prices.”
Client, The Legal 500 Review 2023
“The firm has been extremely helpful in all my dealings with you. They have understood my wishes and the aim in trying to leave things as uncomplicated as possible for my family.”
Client, 2024
“Lucy Gordon is an excellent lawyer who will find a sensible solution to any problem and do so in the most efficient manner. I do not hesitate to recommend high-net-worth individuals to her for advice. The work is done effectively and efficiently and the clients love her.”
The Legal 500 Review, 2023

Get in touch

Let us know your legal needs, complete the form to tell us your requirement and we shall respond to you with how we can help.

Older & Vulnerable Clients Posts

Government Urged to Review Inheritance Tax on Pensions

Government Urged to Review Inheritance Tax on Pensions

5 Aug 2025

Chancellor Rachel Reeves announced in her October 2024 Budget that from April 2027, most pension savings will be subject to inheritance…

Read More
Rise in Will Disputes Highlights Growing Challenges in Estate Planning

Rise in Will Disputes Highlights Growing Challenges in Estate Planning

4 Feb 2025

Rise in Will Disputes Highlights Growing Challenges in Estate Planning In 2023-2024 the amount of disputes over wills in England and…

Read More
The importance of a legally drafted Will

The importance of a legally drafted Will

31 Jan 2025

The number of reports on probate disputes in the national news is increasing. In December 2024 The Times reported on the case of Leigh…

Read More
Assisted dying – shortening death, not ending life

Assisted dying – shortening death, not ending life

25 Nov 2024

“Assisted dying – shortening death, not ending life?” The recent case of Morris v Morris and the publishing of the Assisted Dying for…

Read More
Lasting Powers of Attorney: Have you protected your future?

Lasting Powers of Attorney: Have you protected your future?

18 Jul 2024

Arranging Lasting Powers of Attorney (LPA) for Finance and Property and for Health and Welfare helps you prepare for your future. These…

Read More
Probate – what are the risks of doing it yourself?

Probate – what are the risks of doing it yourself?

7 Mar 2024

When a loved one dies and you have been nominated as an executor in charge of sorting out their property, money and  possessions, you may…

Read More
Siblings were mistakenly disinherited by their father because he couldn’t read his will

Siblings were mistakenly disinherited by their father because he couldn’t read his will

20 Oct 2023

A recent High Court judgement found that three siblings were mistakenly disinherited by their  father because he couldn’t understand his…

Read More
The consequences of the updated Powers of Attorney Act 2023

The consequences of the updated Powers of Attorney Act 2023

20 Oct 2023

The newly updated Powers of Attorney Act 2023, which received royal assent on 18th September, will have a significant impact on the…

Read More
Surgeon who married terminally ill colleague 4 days before she died in battle over £10M fortune

Surgeon who married terminally ill colleague 4 days before she died in battle over £10M fortune

15 Sep 2023

Surgeon who married a terminally ill woman 3 days before she died is in battle over £10m fortune. Dr Evi Kalodiki was four days from…

Read More
Power of Attorney-Plan in case you lose mental capacity

Power of Attorney-Plan in case you lose mental capacity

11 Apr 2023

One person in the UK develops dementia every three minutes. If an individual loses mental capacity without a Lasting Power of Attorney in…

Read More
A Cap on Care Fees?

A Cap on Care Fees?

6 Dec 2021

The Government have vowed in their recent white paper that from October 2023 ‘no one will be forced to pay unlimited and unpredictable…

Read More
Who needs enemies with fake family like this?

Who needs enemies with fake family like this?

3 Dec 2021

Lasting Powers of Attorney (LPAs) are meant to be made by individuals, with capacity, to set out who they would like to deal with their…

Read More