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Meeting/Seminar

Elderly Client Update - 3 April 2020

Host Branch
STEP West of England
Event type
Meeting/Seminar
Venue
Exeter Racecourse
Address
Kennford
Exeter
EX6 7XS
Country
United Kingdom
Date
3 April 2020
Time
Registration 13:30, seminar commences at 14:00
Description

Speaker: Caroline Bielanska

The talk will include:

  • When can you maintain someone under a PFA LPA
  • Tax planning when your client lacks capacity
  • Buying property with family- in the light of Vincent v HMRC
  • When should the client not be told what money they have
  • Fluctuating capacity and decision making
  • Overriding an advance decision
  • Safeguarding vulnerable clients
  • Social care case update

CPD
3 hours

CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.

Cost:
Members £70
Non-members £100
Students and Retired members £50
Contact name
Tracey Bostock
Contact phone
01458 258824
Contact email
bostockt0@gmail.com
Register Add to Calendar events/elderly-client-update-3-april-2020 04/3/2020 Regis 04/3/2020 tration 13:30, seminar commences at 14:00 Exeter Racecourse, Kennford, Exeter, EX6 7XS STEP West of England Elderly Client Update - 3 April 2020 Elderly Client Update - 3 April 2020 Hosted by: STEP West of England. Contact: Tracey Bostock. Contact phone: 01458 258824. Contact email: bostockt0@gmail.com