Elderly Client Update - 3 April 2020

Host group
Host Left
Hosted by
STEP West of England
Event Type
Meeting/Seminar
Date
-
Venue

Exeter Racecourse
Kennford
Exeter
EX6 7XS
United Kingdom

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
Cost group
Event Cost
Pound Sterling
70.00
Members
Pound Sterling
100.00
Non-members
Pound Sterling
50.00
Students and Retired members
Schedule
Registration 13:30, seminar commences at 14:00
CPD Points
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.
3 hours
Register
Contact
Tracey Bostock
01458 258824
[email protected]
Add to Calendar 2020-04-03 09:00:00 2020-04-03 23:59:00 Elderly Client Update - 3 April 2020 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 Exeter Racecourse Kennford Exeter EX6 7XS United Kingdom STEP West of England STEP West of England Europe/London public