LPAs, Deputyship, Financial Assessments & Challenges

LPAs, Deputyship, Financial Assessments & Challenges

If you have been assisting your clients with their Wills, Trusts and Powers of Attorney as part of their planning for the future, do you know what could happen next?

By attending our LPAs, Deputyship, Financial Assessments & Challenges course, you can equip yourself for the ‘next stage’ of advising and assisting your clients, and in turn, their families when they look to you for guidance in the future.

Given the likelihood of increased challenges to long term care funding due to a lack of public funds, are you familiar with the financial assessment process and the difficulties it can present? Our training can help you be ready to guide your clients through the maze at a stressful and challenging time.

Attend our course to feel more confident when talking to your clients about what might happen in later life and after death.

Agenda:

LPAs and Deputyship

  • Capacity – a recap
  • LPAs and why all clients need them
  • What an Attorney can do under an LPA
  • Some ‘real life’ cases
  • Deputyship – for when there is no other option

Financial Assessments

  • The process – and what should happen when a client enters long term care.
  • How it is funded.
  • Deprivation.

Challenges to Financial Assessments

  • What you need to know about the approach of local authorities when assessing long term care funding.
  • What is involved in challenging a financial assessment.
  • The possible outcomes in the event of a dispute.
  • Real cases we have dealt with.

Our next course is being held on:

Monday 22nd November 2021
9:30am – 1:00pm

To book your place, click here: https://bit.ly/3oAESlo

 

This article was submitted to be published by CTT Group as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

CTT Group

http://www.countrywidegroup.co.uk/

 

 

 

 

 

 

CTT Group is an established Legal Services firm providing multi-disciplinary support for the UK’s Professional Adviser community.

Their expertise spans multiple areas of Law, Estate Planning, Finance and Tax matters. CTT Group is recognised as a leading figure in the industry due to their wealth of experience and technical knowledge in the legal and financial sectors.

CTT Group is made up of six areas:

CTT Tax and Trust: a premium support system for the Professional Adviser community, providing professional executor and Trustee services. They specialise in Estate Planning, Tax and Trust matters and have a wealth of knowledge and experience in delivering the right solutions for your clients.

CTT Accountancy: A newly established Accountancy firm that will work in partnership with you and your business. CTT Accountancy is a practice of highly skilled and experienced accountants with expertise in trust matters, uniquely positioned to offer your clients a range of accounting services, whatever their needs.

CTT Legal: Providing innovative and modern solutions to even the most complex legal problems. CTT Legal offer comprehensive Legal advice alongside CTT Law; an SRA-regulated law firm and strategic partner of CTT Group.

CTT Private Client: Offering individual professional advice to high-net-worth individuals with various financial situations. Their specialist team have a wealth of knowledge and will work with you to understand your requirements and provide bespoke advice.

CTT Legacy Software: Ground-breaking legal software that will change how you work. Legacy was explicitly designed with you and your business in mind, so it will seamlessly align with your needs. It can also be tailored to suit your business needs, giving you complete control over your client journey.

CTT Professional Services: A specialised knowledge hub designed for the Professional Adviser community and CTT Group members. The Professional Services team will provide you with a bespoke training and support package to suit any business.

Click here for more information: https://ctt-group.co.uk/

Contact: CTT Group Tel: 01926 514 390

Email: [email protected]

Address: CTT Group, Gables House 62 Kenilworth road Leamington Spa CV32 6JX

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