Are you feeling overwhelmed by the legal and financial complexities of arranging care for a loved one? You are not alone.
For many families, the process can feel like a maze; paperwork, funding questions, and decisions that carry real emotional weight. At LuxuryCare, we understand just how daunting this can be, which is why we take pride in offering more than just expert residential care. We’re here to support you through every step of the journey.
That’s why we host free legal and financial advice events across all our homes. These care home legal and financial advice sessions are delivered in partnership with Ellis Jones Solicitors and Heritage Investments, two trusted organisations with deep experience in later-life planning.
Open to everyone, these relaxed drop-in events are a chance to get answers, gain clarity, and speak directly to professionals in an informal, friendly setting.
We’re here to help. Fill out the call back form below and we will be in touch.
Why These Events Matter
When it comes to planning long-term care, most families encounter the same challenges, such as navigating unfamiliar legal documents, understanding what financial help may be available, and trying to make the right decision without feeling rushed or unprepared.
It’s a lot to manage, especially when emotions are already running high. That’s where our events make a difference. Designed to remove confusion and reduce stress, they offer direct access to professional guidance without any pressure to commit.
Whether you are in the early stages of enquiry or facing urgent decisions, our events make financial planning for elderly care a lot more straightforward. No preparation is needed, and you are welcome to simply drop in for a chat or request a more private one-to-one with our advisers.
Meet the Experts
It helps to speak to those who know what they’re talking about. That’s why our events are led by experienced professionals who understand the challenges families face and are here to offer calm, informed guidance.
Kerry Saunders – Heritage Investments
With over 13 years’ experience in later life financial planning, Kerry Saunders is a SOLLA-accredited adviser who brings both expertise and empathy to every conversation. Whether you’re new to the idea of funding care or actively exploring your options, Kerry can help demystify the numbers and explain your choices with clarity.
Her specialisms include equity release for care funding, cashflow forecasting to show how long your resources may last and identifying suitable care annuities. She also works with families to review existing investments, ensuring that funds are being used as effectively as possible.
When it concerns cashflow planning for long-term care, her insights are especially helpful when loved ones are trying to balance care needs with financial stability.
More than just knowledgeable, Kerry has built a reputation for making complex topics feel approachable. She listens, she explains, and she tailors her advice to each family’s situation. For anyone seeking reassurance and strategy around care funding, she is an invaluable resource at our free legal and financial advice events.
Magdalena Lipinska – Ellis Jones Solicitors
Magdalena Lipinska brings a wealth of legal expertise and a deeply compassionate approach to every conversation. A qualified Solicitor since 2017 and a full member of STEP (Society of Trust and Estate Practitioners), Magdalena is also Chair of the Bournemouth STEP Committee and a certified Dementia Friend.
Her expertise lies in preparing Lasting Powers of Attorney, Living Wills, and General Powers of Attorney. She works closely with families, local authorities, and care providers to ensure decisions are made with the full legal picture in mind, especially in situations where the person needing care lacks capacity to act independently.
Whether you are just beginning to explore legal arrangements or navigating a more complex situation, Magdalena provides clear, practical, and empathetic advice. Her approach ensures that families leave with confidence in their next steps, and her presence at our care home events is central to making these sessions so impactful and reassuring for attendees.
What to Expect at the Events
So, what is it you can expect from our free legal and financial advice events? Let’s walk you through what actually happens during one of our drop-in events, so you know exactly what to expect.
A Welcoming, Informal Atmosphere
There are no lectures or scheduled talks. Instead, the environment is casual and inviting. You can simply turn up, grab a refreshment, and speak to the experts when you are ready.
One-to-One Conversations
Legal and financial advisers are available throughout the session. Whether you want a quick answer or a more in-depth conversation, you are free to engage at your own pace. If privacy is preferred, our home managers and reception teams can help book time slots in advance.
Topics We Typically Cover
Every family’s situation is different, but the questions we hear often include:
- How Do I Plan and Fund Care for a Parent or Partner?
- Can I Use Property to Help Pay for Care?
- What Are My Rights and Responsibilities Under a Power of Attorney?
- How Can I Protect My Estate and Make Future Plans?
Whether you are focused on the here-and-now or looking to the years ahead, these sessions are designed to give you real answers without jargon or judgement.
Open to All
These events are open to current residents, their families, and members of the wider community. You don’t have to be receiving care with us to attend.
And yes, tea and biscuits are provided! So why not pop along and see what all the fuss is about?
Upcoming Event Schedule
Below is a list of upcoming Dorset care home community events across our LuxuryCare homes. Feel free to attend the location and date that works best for you.
Eagles Mount
10am to 12pm
9 July 2025
10 September 2025
12 November 2025
Regency Manor
1pm to 3pm
9 July 2025
10 September 2025
12 November 2025
Branksome Park
10am to 12pm
13 August 2025
8 October 2025
10 December 2025
Kingsman House
1pm to 3pm
13 August 2025
8 October 2025
10 December 2025
Seabourne House
12:15pm to 2:15pm
29 July 2025
30 September 2025
25 November 2025
Who Should Attend?
If you are supporting a loved one through the care journey, considering future arrangements, or simply need to understand your options, these events are for you.
We often meet:
- Families Planning for the Care of Elderly Loved Ones
- Current Residents with Legal or Financial Questions About Their Care
- Anyone Seeking Clarity Around Powers of Attorney, Funding Options, or Estate Planning
- Proactive Local Residents Who Want to Make Informed Choices for the Future
Whether you are in crisis mode or just starting to think ahead, our free legal and financial advice events offer the chance to connect with experts in a welcoming and pressure-free space. You don’t have to be a LuxuryCare resident – everyone is welcome. If you have questions about finances, power of attorney and care homes, or any other legal matter, this is an excellent place to start.
Book or Drop In
You are welcome to attend any of our free legal advice and financial advice events; no booking required. Just come along on the date that suits you best. If you would prefer a private chat, simply speak with reception or the manager of one of our homes, and we’ll reserve a time slot for you.
All advice is completely free and there’s absolutely no obligation. With over 20 years of experience and six fully equipped homes, we’re proud to offer these Poole and Bournemouth care home support events as part of our ongoing commitment to families.
If you have any questions, please call us on 01202 037373 or use the contact form on our website. We are always here to help.
