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Private Client Section

Elderly Client

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Recent Features and Opinion

Charlotte Pisuto

Cash backSubscription

15 May 2018By

Charlotte Pisuto addresses the practical implications of obtaining a refund for a registered enduring or lasting power of attorney from the Office of the Public Guardian

Fiona Heald

Under reviewSubscription

15 May 2018By

Private Client Section committee chair Fiona Heald reviews a new title on the financial abuse of the elderly

a fine line14096

A fine line

21 February 2018By ,

A professional deputy is under a duty to protect P from financial abuse and spending unwisely, but when does this become overprotectiveness? Using practical examples, Holly Miéville-Hawkins and Asha Beswetherick explain how you can navigate this increasingly fine line

dawn joughin

Digital danger Subscription

7 November 2017By

The Financial Conduct Authority has called for lasting powers of attorney to be fully digitised to make them easier to apply for. Dawn Joughlin argues that the proposals will only leave vulnerable people at risk of fraud and abuse. 

helen starkie

Care packageSubscription

7 November 2017By

Helen Starkie reports back from this year’s Elderly Client Care Conference, held on 20 October

make your connection

Make your connectionSubscription

7 November 2017By ,

Recent research has suggested that more could be done to clearly communicate legal issues to vulnerable clients. Helen Quinn and Gemma Jolly from Alzheimer’s Society explain how to improve your written and verbal skills to communicate effectively with people with dementia. 

helen clarke 390x234

Workshop: Elderly client issuesSubscription

19 September 2017Updated: 19 September 2017By

Delegates at the conference could choose between five workshops, run twice over the course of the day. Helen Clarke rounds up her workshop

Melinda Giles

Back to Basics: Funding of care feesSubscription

15 August 2017By ,

Melinda Giles and Fiona Heald outline the three main ways government will assist with care fees for a person going into care – through the local authority; NHS continuing healthcare; and section 117 funding – and explain when it is possible to claim, how to claim, and what is and what is not taken into account.

All Features and Comment

Benefits of Membership*

Private Client Section renewals

The Private Client Section will provide you with support, advice, networking opportunities and enable the sharing of best practice with peers.

The current< Section Engagement programme has been created in consultation with the Section Advisory Committee and will focus on key issues including:

  • NRB Changes
  • LPA Changes
  • Digital Assets
  • Cross Border Tax
  • IPFDA Cases
  • Care Act
  • Elderly Client
  • HMRC Disputes
  • Inheritance Tax
  • Trusts
  • Estate Administration
  • Capital Gains Tax

These issues will be addressed through a range of activities including: Workshops, Seminars, Conferences, Webinars, Website, E-newsletters, Magazines and a LinkedIn Group.

*See Section terms and conditions

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