Amanda leads Rix & Kay’s award winning Later Life Team who support individuals and their families who wish to get their personal and financial affairs in good order as they plan for their later years or as they move into a care environment.
Amanda previously headed up the private client department of a large Oxford based firm and has many years experience of advising individuals on the best way to structure their Wills and Powers of Attorney. She has particular expertise in guiding people on their future or current care needs, especially when there are capacity issues that require making applications to the Court of Protection
Unlike many lawyers, Amanda and the Later Life Team support clients beyond just legal advice. They help individuals to manage their day-to-day affairs where they have chosen to delegate these tasks or if they no longer have the capacity to manage these tasks for themselves
Although Amanda acts for clients of all ages and backgrounds, she has particular expertise in supporting individuals who need advice as they begin their retirement and consider how they might plan for some of the challenges that can arise in our later years. Where earlier planning has not already taken place, she can provide advice and guidance for family members who are caring for elderly or vulnerable adults or act for those individuals who do not have friends or family members to assist them.
Experience and approach
Amanda’s skill lies in investing time to understand her clients’ circumstances and wishes, guiding them through their options and addressing any concerns that they may have. She has an empathetic manner and is always keen to ensure that individuals and their families feel supported through what are often difficult discussions or circumstances.
Her unique understanding of the care sector allows her to bring together legal expertise and personal care co-ordinators to provide a truly holistic service for those planning for later life or those who are vulnerable, either due to age, infirmity or injury.
Amanda is an accredited member of Solicitors for the Elderly as well as a member of the Society of Trust and Estate Practitioners (STEP), the professional association for those advising families across generations and a Dementia Friends Champion. Dementia Friends is an Alzheimer’s Society initiative where volunteers like Amanda hold information sessions to encourage others to make a positive difference to people living with dementia.
• Wills and Estate Planning;
• Powers of Attorney;
• Court of Protection Applications;
• Management of Financial Affairs;
• Mental Capacity Issues;
• Care Advice;
• Estate and Trust Administration.
What Amanda’s clients say
“Amanda put me at ease right from the start and dealt with my needs with great kindness and sympathy. Everything was explained to me in a way that I could understand, not rushing, and I felt I could cope with it all. I felt safe in her hands and confident that she could help me with my needs.”
Mrs M. C. – Client quote 2017
“Amanda’s technical skill is exceptional – she knows everything in and out.”
Chambers and Partners 2016
“Excellent and informative service from a charming member of staff.”
Mr & Mrs D. G. – Client quote 2016
Management of affairs
Amanda manages the financial and day to day affairs for many clients who are no longer in a position to do this for themselves. This can include arranging care, advising on care funding, completing financial assessments or considering NHS Continuing Care applications, arranging the payment of care fees and other outgoings, dealing with the sale or rental of property, applying for benefits, liaising with asset holders and income providers, managing finances including obtaining independent financial advice, liaising with care providers, family and friends.
Planning for Later Life
Amanda regularly meets with clients who wish to put their affairs in order. This will include reviewing any existing Wills to ensure that they reflect the client’s wishes and are tax efficient. Lasting Powers of Attorney will also be discussed highlighting the differences between the Property & Affairs and Health & Welfare documents as well as the importance of choosing your attorneys carefully. This also provides an opportunity to discuss the client’s wishes should they require care in the future and how this might be funded.
Advising families, attorneys and deputies
As well as acting for clients directly, Amanda is often approached by family members, attorneys or deputies who require advice and guidance about their duties and responsibilities in their role generally or want specific advice regarding a particular issue such as care fees funding or making applications to the Court of Protection.
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