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Supporting Families: Free Legal and Financial Advice Events at LuxuryCare Homes

legal and financial advice for care homes

When it comes to choosing the right care for a loved one, the decision can often feel overwhelming. At LuxuryCare, we understand the complexities that families face, and we are here to support you every step of the way.

That’s why we are proud to work with experts who provide free legal and financial advice for care homes to assist families making difficult choices.

These care home advice events take place across our locations in Bournemouth and Poole, providing full guidance and support. They are designed to help families feel confident and well-informed as they navigate the often-challenging decisions surrounding elderly care.

Whether you’re just starting to explore care options or are already managing residential care, our expert advisors are here to provide the guidance and support you need.

Why These Events Matter

Navigating the financial and legal aspects of care can be challenging. From understanding care home funding to planning for long-term care, the questions can feel endless.

Here are some of the key concerns we help families address during our free advice events:

  • Care Home Funding: How will you finance the cost of care, and what options are available?
  • Power of Attorney Advice: How can you ensure the right legal framework is in place to manage your loved one’s affairs?
  • Equity Release for Care Costs: Could this be a solution for care costs, and what are the risks involved?
  • Future Estate Planning: What steps should be taken to protect assets for future generations?
  • How Long You Can Expect Your Money to Last: Financial planning to ensure your loved one’s care is sustainable

These events offer a chance to receive free, no-pressure advice from experts who understand the intricacies of these important issues. Our goal is to equip you with the knowledge you need to make confident decisions, without feeling overwhelmed or uncertain.

LuxuryCare staff member and resident
Kingsman House staff

Meet the Experts

At our events, you’ll meet professionals who are dedicated to offering personalised, practical advice. Here’s a brief introduction to the experts you’ll be speaking with:

Kerry Saunders – Heritage Investments

Kerry Saunders has over 13 years of experience in advising on later life planning. As a fully accredited SOLLA financial adviser with Heritage Investments, she specialises in care fees planning, equity release, investment reviews, and care annuities.

Kerry’s expertise also extends to cashflow forecasting, ensuring families can plan how long their money will last. She is passionate about offering clear, comprehensive advice on how to fund care fees and manage the financial aspects of later life.

To learn more, you can also read our blog on navigating care home fees, which delves deeper into some of the issues which you can rely on Kerry to help you with.

Magdalena Lipinska – Ellis Jones Solicitors

Magdalena Lipinska is a qualified solicitor with Ellis Jones Solicitors possessing significant experience in elder law. Since 2017, she has worked closely with families, care providers, and local authorities to help manage legal matters.

As a full STEP solicitor and the Chair of the Bournemouth STEP Committee, Magdalena brings a wealth of experience in managing powers of attorney and living wills. Her clear, practical, and compassionate approach ensures that families are well-supported through the legal aspects of care.

Magdalena’s work is vital in helping families who are facing difficult decisions around care and mental capacity. With her STEP solicitor advice, she offers tailored guidance to meet the specific needs of each family, ensuring a sensitive and supportive experience throughout.

Informal, Drop-In Format

Our Bournemouth care events are designed to be relaxed and informal, so there’s no need to worry about presentations or formalities. We want you to feel comfortable asking questions and discussing your concerns with our experts.

Here’s how the events work: you can pop in anytime during the session, and if you prefer, you can book a private 1:1 slot with the reception or home manager. This ensures you get the personalised attention you need, without any pressure.

Refreshments will be provided, creating a welcoming environment where you can take your time and chat with the experts in a more relaxed setting.

Our aim is to make this experience as helpful and accessible as possible, whether you’re just beginning your care journey or managing an existing care arrangement.

Branksome Park care home
LuxuryCare Branksome Park care home

Dates and Locations

Our free legal and financial advice events will be held throughout July to December 2025 at five of our care homes across Bournemouth and Poole: Eagles Mount, Regency Manor, Branksome Park, Kingsman House, and Seabourne House.

For a full schedule of event dates and times, please visit our dedicated events page. It’s the perfect opportunity to get professional advice and make informed decisions about your loved one’s care.

Final Encouragement: Take the Next Step in Your Care Journey

If you’re thinking about the future of your loved one’s care, or already managing their care journey, we warmly encourage you to attend one of our events. We have experts on hand who actively provide free legal and financial advice for care homes looking to assist families making difficult decisions.

These sessions provide expert, no-pressure guidance tailored to your specific situation. Even if you’re just beginning to plan ahead, it’s never too early to gain clarity on care fees planning and legal considerations. Whether you need care home advice or support with financial planning for elderly care, we’re here to help.

For full event details and how to book a 1:1 slot, visit the events page linked above or contact LuxuryCare using our contact form or by calling 01202 037373.