Home > Events > Alison Meacher and Charlotte John speak at the Simon Gore Elderly Client Conference 2019

Alison Meacher and Charlotte John speak at the Simon Gore Elderly Client Conference 2019

Alison Meacher and Charlotte John speak at the Simon Gore Elderly Client Conference 2019

11 Apr 2019, 09:30 - 17:15

This conference provides a wide range of view points to help advise private elder clients from tax planning, welfare decisions through case studies and practical application.

Details of the conference and how to book can be found here.

9.30 The Financial Social Worker

– Emotional side of financial planning.

– Person’s needs versus the family’s wants.

– Impact of life expectancy.

– Cash v Annuity v Investment.

– Why or why not.

– Common mistakes.

Ian MacKendrick, Frenkel Topping


10.00 Recent developments in statutory wills and lifetime gift applications

– Statutory wills update

– Lifetime gifts update

– The Court’s approach to ratification of gifts

– Lessons and practical tips following PBC v JMA & Others

Deborah Nicholls-Carr & Alice Tomlin, Withers

 

10.45 Morning break

 

11.00 Domicile, cross border administration and lifetime planning issues

Toby Bishop, Field Court Chambers

James Ward & Joseph Austin, Kingsley Napley

 

12.00 Care home fees and NHS Funding Issues

Alison Meacher, Hardwicke Chamber & Mea North, Moore Blatch

 

12.45 Questions & Lunch

 

13.30 Understanding the NICE Guidelines

Debra Powell QC, Serjeants’ Inn

 

14.00 Recent CoP Cases

Michael Mylonas QC & Emma Sutton, Serjeants’ Inn

 

14.45 Afternoon breakFinancial abuse of elderly, undue influence and civil recovery techniques

Charlotte John, Hardwicke Chambers

 

15.30 Afternoon break

 

15.45 Mental capacity, medical assessments and the court of protection

Karon Walton, Hegarty LLP and Tim Farmer, TSF Consultants

16.30 LPA Drafting and future proofing your advice

Jenny Cutts, Wedlake Bell

17.15 Close.

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