Recorded: 31 January 2019
Venue: The Law Society, 113 Chancery Lane, London
SRA competency: A2, B1 and B2


These regional seminars are designed to keep you on top of both the soft skills and the case law required to support your elderly and vulnerable clients from a practical care angle, while simultaneously supporting your SRA continuing competency needs and developing your career.

This seminar covered:

  • a round up of guidance and news from the Office of the Public Guardian
  • recent Court of Protection decisions including severance applications
  • care funding issues including top-up payments and the deliberate deprivation of assets
  • elderly clients - recent case law.

This seminar was the second part of our Private Client Section elderly client double seminar. You can also access the first part, ‘Soft skills seminar: Deathbed wills – a seminar for practitioners preparing wills at the end of life ’.


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Helen Clarke is a solicitor and former chair of the Law Society Wills and Equity committee.

She is also a member of the Private Client Section advisory committee council.

Helen is an acknowledged authoritative lecturer and in-house trainer on wills, probate, the Mental Capacity Act 2015, and elderly client issues.

Why access this seminar?

Attending these seminars will help you feel confident you are:

  • able to professionally empathise with your clients while working efficiently
  • keeping on the right side of the regulators and avoiding costly common drafting errors
  • giving your clients the best service, helping you to retain and win their business
  • maintaining your ongoing SRA continuous competancy compliance with a broad range of relevant training
  • developing your career by growing your skills and networking with your peers

Who should listen to this seminar?

This event is aimed at the following:

  • heads of private client departments
  • private client practitioners - both experienced and those new to the profession
  • those who have an interest in private client work and are thinking of retraining.

Private Client Section supporters:

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