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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

 
 
 

Ian Patterson - Patterson Sales Training


31 Clifton Drive, Lytham, Lancashire FY8 5QY
Tel & Fax: 01253 732298

Email: info@pstgroup.co.uk

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