Publish date

1 February 2022

Thomson Snell & Passmore further demonstrates commitment to clients in later life

Thomson Snell & Passmore’s commitment to supporting clients in later life has been further demonstrated, as Amy Lane, a lawyer in the Private Client team has received the Older Client Care in Practice (OCCP) Award, and full, accredited membership to SFE (Solicitors for the Elderly).

The OCCP award distinguishes lawyers who provide specialist legal care and support to older and vulnerable clients, their families and carers. It is awarded by the SFE, an independent, national organisation of legal professionals, committed to providing the highest quality legal advice on specialist areas, such as wills, powers of attorney and elder abuse.

To achieve the award, all applicants are required to undertake an assessment, to demonstrate good understanding of the specific needs and considerations required when safeguarding and protecting older clients’ interests.

Amy joins SFE accredited colleagues Simon Mitchell in the Private Client team and Louise Matthias-Williams in the Court of Protection Team.

The firm offers a wide range of services for elderly and vulnerable clients including:

  • Preparing and advising on Lasting Powers of Attorney (LPAs) for both financial and welfare decisions, as well as advance directives (Living Wills)
  • Dealing with the registration of Lasting and Enduring Powers of Attorney (EPAs)
  • Acting as attorneys and deputies, dealing with the day to day administration of a client’s property and affairs
  • Advising on and handling applications to the Court of Protection where the Court needs to make decisions, or where there is a conflict, including applications for gifts and Statutory Wills
  • Advising on and preparing wills and trusts
  • Offering tax planning advice
  • Advising on continuing care funding
  • Advising on and managing the probate process

In addition, the firm has one of the largest specialist Court of Protection teams in the country, offering a unique combination of expertise and resources to deal with a range of work from planning ahead to complex care regimes for clients in their own home.

Thomson Snell & Passmore is also working towards becoming a Dementia Friendly business, with 22% of colleague trained as Dementia Friends so far.

Heathervale House reception

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