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Simon Gore Consulting Ltd

8 Upper Street, Oakley, Diss, IP21 4AX


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Elderly Client 2019 Conference

April 11th, London, 9.30am - 5pm

Register for just £165 per person (3 for 2 Group Deal)


The aim of the conference is to create an affordable event which offers attendees with a wide range of view points to help advise private elder clients from tax planning, welfare decisions through case studies and practical application.  

Our one day conference will give attendees the ability to learn from a diverse range of solicitors and counsel to formulate a comprehensive tool kit to take back to the office.

Who should attend?

Solicitors and professionals involved in advising clients of wills, probate administration, lieftime planning, deputies, and court of administration specialists.

CPD - 6 hours (SRA Competence A2)

Confirmed presenters


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

- The Court’s approach to determining domicile (case law)

- General law domicile distinguished from UK IHT deemed domicile

- Case study involving English domicile of origin leaver

- Case study involving non-English domicile of origin joiner

- Lifetime planning key issues: UK IHT and asset succession

- Key issues on death: UK IHT and asset succession

Toby Bishop, Field Court Chambers

James Ward & Joseph Austin, Kingsley Napley


12.00 LPA Drafting and future proofing your advice

- How to get to the right means

- Essential tips in drafting an LPA

- Replacement attorney provisions

- Getting the identify of the certificate provider

- Registering the LPA

- Questions needed when taking instructions from the donor

- Supervisory instructions/preferences in the LPA

- Making sure the donor has capacity

Jenny Cutts, Wedlake Bell


12.45 Questions & Lunch


13.30  Understanding the NICE Guidelines

- An introduction to the Guidelines

- Supported decision making vs best interests decision making

- The importance of communication in supporting decision making

- Practical steps to aid communication

- Advance care planning

Debra Powell QC, Serjeants' Inn


14.00 Innovation: using the CoP and your imagination

- HFEAct & fertility

- The CoP?  Quite possibly the best protective jurisdiction in the world.  Here’s why.

- JMA from the inside

- Divorce, HNW and how the CoP can help

Sophia Roper, Serjeant's Inn


14.45 Financial Abuse: A Civil Recovery Primer

- Detecting and investigating financial abuse – identifying the hallmarks and

  assembling a case.

- Routes to recovery – what’s in the tool kit? Injunctions, orders for accounts, and

  disputing transactions.

- To issue, or not to issue? Best interests considerations, authority to litigate, and

  how to proceed when intended beneficiaries go rogue.

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 Care home fees and NHS Funding Issues

- NHS Continuing Healthcare – what it is and who is eligible?

- The assessment process

- Challenging a ‘not eligible’ decision

Alison Meacher, Hardwicke Chamber & Mea North, Moore Blatch


17.15 Close.

Registration Form

Registration Form - £165 to attend

3 for 2 Group Offer

6 hours CPD

We operate a paperless conference system whereby presentations are emailed to attendees before the start of the event and attendees can either bring their own devices or print out as necessary. We also offer a printed option service for just £10 per copy.

Other ways to register

Call us on 01379 740619

Email simon.gore@sgcl.co.uk