Elderly Client

Recent Features and Opinion


Benefit of discussion

2021-11-16T00:00:00+00:00By ,

James Simpson and Lucie Glover provide a comprehensive guide to the range of welfare benefits available to older clients


Home time


With the rising cost of care and the impact of coronavirus, more older clients are looking to stay in their homes for longer. Cate Searle provides a guide to funding for care at home


Helping hands


Sophie O’Connell reviews the latest edition of the Law Society’s Elderly Client Handbook

Fiona Heald

Simply topping


Fiona Heald presents a guide to the sometimes complex rules around third-party top-up fees for care payments

Lockdown - shadow of hand hovering over house

Lurking behind lockdown

2020-08-11T00:00:00+01:00By ,

Lockdown has been stressful for most of us, even more so for elderly and vulnerable people – who are at increased risk of financial abuse at a time when they are even more reliant on the support of others. Heledd Wyn explains how you can help


Handle with care


Sophie O’Connell looks at the impact of new coronavirus legislation on the care duties of local authorities


Get the message


In the second of a two-part article on effective client communication, Fiona du Feu looks at the different – and not always obvious – ways in which clients may be vulnerable, and how your firm can best support them

Fiona du Feu-600x400

Easy to understand


We all know it’s highly likely that when client communication goes wrong, complaints can follow. But even if you think you’re communicating well, are you really being understood, especially by vulnerable clients? Fiona du Feu explains

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 Private Client 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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