Elderly Clients: A Precedent Manual 5th edition

General Editors: Caroline Bielanska

Publisher: Jordan Publishing

Publication date: March 2016

Format: Hardback + CD

Price: £104 + VAT

Elderly Clients: A Precedent Manual provides a wealth of precedents to assist the private client adviser tackle the whole range of issues affecting the elder client.

These include the difficult and ever-changing problems of planning for a client’s possible incapacity in later life, care contracts, funeral planning, wills and equity release schemes.

In addition to the precedents, the legal framework underpinning each area is set out in clear terms and is accompanied by useful checklists to assist the adviser in such matters as registering a lasting power of attorney and establishing whether the client has authority to make a will or gift.

Published in conjunction with Solicitors for the Elderly, each chapter of this new edition has been thoroughly revised to take account of all major developments including:

  • Deputyship – changes to system for deputy supervision
  • Capacity – ongoing case-law under the Mental Capacity Act 2005
  • Lasting Powers of Attorney – new prescribed forms for 2015
  • Gifts – impact of the Care Act 2014 and Social Services and Well-being (Wales) Act 2014 anti-avoidance provisions
  • Carers and Care Homes – the impact of the Care Act 2014, the Care and Support
    Statutory Guidance and the Care Quality Commission regulatory changes

A CD-ROM containing all of the precedents is included enabling you to quickly tailor each to suit your particular needs.


  • Elderly People
  • Who is the Client?
  • Capacity
  • Sharing Residential Accommodation
  • Gifts
  • Care Home Contracts
  • Ordinary Powers of Attorney
  • Social Security Agents and Appointees
  • Enduring Powers of Attorney
  • Lasting Powers of Attorney
  • Deputyship
  • Living Wills
  • Funeral Planning
  • Wills
  • Statutory Wills
  • Equity Release
  • Carer and Care Worker Services


Caroline Bielanska, Solicitor, TEP, Independent Consultant, Mediator, Trainer and Dementia Friend Champion, Caroline Bielanska Consultancy

Caroline is the former Chief Executive and former Chair of Solicitors for the Elderly, an organisation she helped to found in 1999. She lectures regularly and is well known in her specialist field, advising older and vulnerable adults who have limited physical and/or mental capacity.


“This book is a must for all practitioners looking after elderly clients. It is well written, in a logical order and the precedents included are not only useful but in clear and straightforward English … For young practitioners, just starting in this area of work, the checklists throughout will be of huge assistance in ensuring that proper instructions are taken, risks are properly managed and the best interests of the client are properly served. I would thoroughly recommend it!”
Patricia Wass, Consultant, Foot Anstey LLP, Member of Council, Society of Trust and Estate Practitioners (STEP)

“The chapter on capacity will be particularly well-thumbed in my office, as comprehensive, client-focused advice on such a technical area is particularly hard to come by.The checklist provided can turn an otherwise chaotic file into an ordered defence against any later question over capacity and, if used correctly and in conjunction with other measures, could put a practitioner beyond any suggestion of dereliction of duty in this regard…Gifting, like so many areas of elderly client law, can be a minefield for any practitioner and this chapter quickly brings the reader up to speed with the interaction of the issues undue influence … the breadth of the material – together with the invaluable checklists littered throughout – confirms the work as authoritative, comprehensive and well worth the investment.”
Andrew Kidd, Consultant of Clintons in Covent Garden

“the result is excellent…All in all, this is an incredibly well done work, sure to become indispensible to many – a vital addition to the private client practitioners arsenal”

Henry Frydenson MBE, Chairman of ACTAPS and Principal of Frydenson & Co. Read the full review

“you need this new edition in your professional library … this book is an essential purchase … a compact resource with everything you need to assist you in what will certainly become one of the more sensitive and difficult areas of your practice”
Phillip Taylor MBE and Elizabeth Taylor of Richmond Green Chambers
To watch the full review click here

“I wholeheartedly recommend that all high street practices and personal client departments of firms obtain a copy of this book”
Law Society Gazette

“excellent value and a worthy addition to the bookshelf”

“a helpful handbook for both the newly qualified and the more experienced lawyer working with this client group”
Solicitors Journal

“I recommend this book for all private practices lawyers and executors/attorneys as it is an invaluable guide when dealing with elderly clients”
Solicitors Journal

“many publications are touted as ‘invaluble tools’, but Elderly Clients: A Precedent Manual actually is just that … intresting Narrative … a number of excellent precedents … the layout of the book is clear, with logical headings and a good index … the publication is equally useful for experienced and less experienced practitioners. My copy of Elderly Clients: A Precedent Manual is already well thumbed … i would, without hesitation, recommend that any legal practice serious about delivering quality advice and service to elderly clients should invest in this excellent publication”
Gary Rycroft, Partner Joseph A Jones & Co Solicitors

“all the special situations arising from age are covered in this manual. It is aimed at the private client advisor, but a concerned relation would also be able to use it as it is reasonably easy to read … care homes are heavily regulated and their contracts, tips on what to look our for when choosing one and how to make complaints are included. This is where the manual would be a useful recommendation to a concerned relative … naturally, wills are given attention. Requirements for advance medical decisions, a ‘living will’ and a comprehensive set of drafts is very useful as this is new territory for private client advisors … the manual comes with a disc of the precedents for each chapter. These are handy for printingou the checklists, making applications and drafting contracts”
STEP Journal