Elderly Client

Recent Features and Opinion

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Handle with care

2020-05-12T00:00:00+01:00By

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

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Get the message

2020-02-13T00:00:00+00:00By

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

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Easy to understand

2019-11-12T00:00:00+00:00By

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

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

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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

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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