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Private Client Section

Elderly Client

Elderly and vulnerable client conference

Caring for elderly and vulnerable clients: the conference recapSubscription

7 December 2018By

Kate Mahon reviews the highlights from our 2018 conference on elderly and vulnerable client care.

christopher eriksson lee

Back to Basics: Managing stocks and shares as part of an estateSubscription

15 November 2018By

Practitioners face a number of issues when dealing with an estate that contains portfolios of stocks and shares. It’s important to have a good understanding of how you can help clients plan before death, and deal with shares as part of the administration of an estate after death. Christopher Ekisson Lee explains

Sue Bramall

Nothing but a numberSubscription

6 November 2018By

There are now over 15 million people aged over 60 in the UK, but the marketing approach for this audience is often clichéd and outdated. Sue Bramall explains some key points to consider, and the mistakes to avoid

Helen Cowan

Worth itSubscription

6 November 2018By

As the cost of care rises, more and more people are attempting to safeguard their assets to avoid paying for it. But should we not start to consider care homes as an asset in themselves, and worth paying for, asks Helen Cowan

Helen Clarke

Workshop: Elderly client care and the Mental Capacity Act 2005Subscription

18 September 2018By

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

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

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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