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