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The Mental Capacity Act

Target audience:
Experienced IFAs, life office staff and accountants.

Overview:
This course is intended to update practitioners on the forthcoming changes created by the Mental Capacity Act. It will look at both the implications for existing clients and the planning opportunities.

Key course content:

Definition of Capacity
Best interests
Informal decision making
Formal decision making powers
Lasting Powers of Attorney (LPA)
Court of Protection
Impact on IHT planning
Impact on existing EPAs / advance life directives
Working with professional connections

 
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Audio
J01 - Currently under review
J02 - Trusts
J04 - Currently under review
J05 - Pension Income Options
J07 - Supervision in a Regulated Environment
Advanced Diploma Subjects

Courses

Fact Find Masterclass
The Trusted Adviser
Trainee Adviser Skills Programme

 


 

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Tel & Fax: 01253 732298

Email: info@pstgroup.co.uk

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Advising Older Clients | The Mental Capacity Act | Pensions and Divorce | Pre-Owned Assets | Crammer Revision | Supervision in a Regulatory World
Coaching Course | Supervisor Licensing Course | Supervisor Update Course | Fact Find Masterclass | The Trusted Adviser | Trainee Adviser Skills Programme