Private client issues for older clients. 19 September 2023

Host group
Host Left
Hosted by
STEP West of England
Event Type

Foot Anstey
Senate Court
Southernhay Gardens
United Kingdom

STEP West of England and the Devon & Cornwall SFE Regional Group are delighted to welcome Professor Lesley King.

Older clients present varying issues but this session will look at some recurring themes including:

  • Assessing testamentary capacity
  • Knowledge and approval and undue influence
  • IHT planning
  • Lifetime gifts
  • Using trusts
  • Statutory wills and gifts on behalf of those lacking capacity

Prior booking is essential; please reserve your place online via the SFE website. Guests are very welcome, non-member fees are payable. The deadline for booking is 12 September 2023.

Cost group
Event Cost
Free to STEP Members (please use code SWSTEP23)
Pound Sterling
Non STEP Member
Registration 13:45, Start 14:00, Finish 17:15
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.
This event qualifies for 3 hours CPD (CPD reference to be given on the day)
Raegan Leather
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