Looking after vulnerable clients that want to co-habit

Getting the balance right when championing the freedom and protection of vulnerable clients and their families is challenging.

This webinar reviewed the specific issues related to a vulnerable client wishing to co-habit or marry.

Key questions considered include what is the test for mental capacity to do either, and who decides if they have capacity.

Practising private client law work has become more challenging during coronavirus (COVID-19) and issues arising from that were also be considered.

Speaker:

Melinda Giles, Head of Private Client, Giles Wilson Solicitors

The webinar covered the following topics. 

• How do you check if someone is mentally capable to marry or co-habit?
• Romantic scams – what actions could be considered if you suspect your client is involved with someone using romance to financially abuse them?
• Will a change of circumstance impact their benefits?
• Who owns the home – are declaration of trusts needed? Who is responsible for maintenance of it and paying the bills?
• Do they need the Court of Protection permission for a declaration of trust?
• What restrictions might be needed on the title deeds to protect the client?
• How might you manage protective parents / children from a former marriage?
• How could you provide protection to your client in the event their new partner has or creates debt?
• What special clauses should a will contain? 

 This event was recorded on Tuesday 13 October 2020