Asset Care

iStock 000004001522XSmall 200x300 Asset CareThis service helps to identify all the clients assets and the whereabouts of all documents such as passport, policies,will,lasting power of attorney etc. The aim is that should the client need nursing home care, the full details of all assets are easily available in one place and Nicholls Stevens can readily provide the information to family, Solicitor or other Professional

Details of income paid and the names, addresses and account numbers of all receipts are kept together with an up todate values of all investment accounts.

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Mary

Mary, aged 83, retired headmistress and now widowed with no children

Mary had been a very independent woman but was now finding coping with her investments, the paperwork and her tax return was too much of a challenge – she needed some help.

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