• The client

    • Dan, 91 and Mary, 83
    • Mary had been managing their finances for the past 60 years but her health had been deteriorating and Dan had recently been diagnosed with dementia.
    • The couple needed help with their property and their finances.


    • Brachers put in place property and affairs lasting powers of attorney for both Dan and Mary. The couple appointed two partners at Brachers to act as their attorneys.
    • We arranged automatic payment for all of the couple’s household bills.
    • Brachers organised and implemented a 24 hour care package for Mary in her declining health.
    • During Mary’s illness, Brachers made arrangements for alterations to the family home to be made, which allowed Mary to stay in her own home.
    • Sadly Mary passed away seven months after we took control of their affairs. Dan asked for help arranging Mary’s funeral and we continue to support Dan. He has a secure care package in place.


    • Alterations to the house allowed Mary to stay in the comfort of her own home during her illness.
    • Brachers have taken full care and responsibility of the couple’s property and finances which has given them financial security and peace of mind.


    • Elderly & Vulnerable, Private Client

    This content is correct at time of publication

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