Target
audience:
IFAs, life office staff and accountants with some experience
of this specialist area.
Overview:
Many advisers are involved in advising the older client;
few are actively involved in insurance-based solutions.
This workshop aims to provide a good overall knowledge
of the issues an adviser is likely to relating to encounter
when advising the older client.
Key
course content:
State provision
of care
Local authority
funded care
Introduction
to key state benefits
Implications
of gifting assets
Enduring powers
of attorney / Court of Protection
Immediate
needs insurance and other insurance-based solutions
Who is your
client?
Re-structuring
portfolios and the potential impact on state-funded
care