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Simon Gore Consulting Ltd

8 Upper Street, Oakley, Diss, IP21 4AX


Copyright Simon Gore Consulting Ltd (SGCL)

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Email simon.gore@sgcl.co.uk


Financial Abuse of Private Clients

5th September, 11.30am - 1pm

Broadcast Live and also available on demand

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Agenda


- What is meant by financial abuse and how do we identify it?

     ◦     Common perpetrators

     ◦     Common methods

     ◦     Prevention is better than cure

     ◦     Engaging external agencies such as the Police, social services, OPG, CQC,     

                     CIFAC

- Key Civil Remedies:

     ◦     Set aside on grounds of lack of capacity

     ◦     Undue influence

     ◦     Remedies against fiduciaries     

- Remedies in CoP:

     ◦     Abuse by attorneys and deputies – revoking LPA/EPAs and removing

                      deputies

     ◦     Retrospective approval of gifts

     ◦     Role of statutory wills: Public Guardian v JM [2014] 2 WLUK 301

     ◦     Recovery from perpetrators share of estate: RE HH [2018] EWCOP 13

-  Exploitation: growing use of marriage to facilitate financial abuse

     ◦     the test for capacity to marry

     ◦     Re DMM (Alzheimer's: power of attorney) [2017] EWCOP 32

     ◦     Criminal offence: s.121 ABCPA 2014


Presented by

Charlotte John & Alison Meacher of Hardwicke Chambers


About our presenters

Click on the links to find out more.

Charlotte John - https://hardwicke.co.uk/barrister/charlotte-john/#contentious-probate--inheritance-act-claims-id-1250

Alison Meacher - https://hardwicke.co.uk/barrister/alison-meacher/#court-of-protection-id-1249


Format


Broadcast live and also recorded for on-demand viewing. Attendees watching live can type questions direct to our presenters or if you are unable to attend on the date, please email your questions one day before to hear answers during the recording.


Each broadcast/recording uses a power point viewer and audio only. No cameras are used. Recording files are in mp4.


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