Elderly Client

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Recent Features and Opinion

Paul Garwood

Workshop: Pensions

2019-09-17T00:00:00+01:00By ,

Luke Brooks and Paul Garwood sum up their workshop on pensions.

Helen Clarke

Workshop: Elderly client care and the Mental Capacity Act 2005

2019-09-17T00:00:00+01:00By

Delegates at the conference could choose between five workshops, run twice over the course of the day. Helen Clarke rounds up hers on elderly client care and the Mental Capacity Act 2005

melinda-giles-600x400

Safety first

2019-08-06T00:11:00+01:00By

Melinda Giles provides a comprehensive guide to the safeguarding process for adults and what you can do if you have a concern about a vulnerable client

Care home industry small print: person holding pen over terms and conditions

The small print

2019-05-14T00:00:00+01:00By

The Competition and Market Authority’s recent market study into the care home industry found that people are not being treated fairly. Caroline Bielanska presents a guide to the care home contract terms that are likely to be unfair, and what you can do if you encounter them

David Mulholland

Meeting expectations

2019-02-12T00:00:00+00:00By

Regulators have been taking a keener interest of late in how professional services firms protect their vulnerable clients. What level of service should you expect from financial advisers in this area? David Mulholland explains

Elderly hands

Caring for elderly and vulnerable clients: the conference recap

2018-12-07T16:28:00+00:00By

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

Sue Bramall

Nothing but a number

2018-11-06T00:10:00+00:00By

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now over 15 million people aged over 60 in the UK, but the marketing approach for this audience is often clichéd and outdated.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 it

2018-11-06T00:04:00+00:00By

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

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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