We offer a broad range of training options. We run accredited public training courses throughout the UK. These courses provide:

• Updates for experienced Older Client Practitioners (Solicitors/Legal Executives/Accountants /Financial Advisers)
• Introductory courses for newly qualified advisers
• Refresher courses for those returning to this market

Current Areas Include:

• The Mental Capacity Act 2005 and its impact
• Community Care Legislation
• Advising in the Older Client Market
• Integrating Legal and Financial Advice for Older Clients
• Inheritance Tax Planning
• Asset Protection and the Older Client
• A Guide to Equity Release
• CF8 Training
• Marketing to the Older Client market

We can also devise a programme of cost effective in-house training, tailored to the specific needs of the client:

• Training can be specific training on a specialist area, or it can be skills training or a mixture of the two
• It can be at a time and date to suit your needs
• We can provide bespoke training materials
• We can work with you to identify and fill your training needs