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Law Society Financial Advice Series: Investing for Vulnerable Individuals

10 Dec 2018
13:00 - 14:00
Law Society House, Belfast See Details

The Law Society of Northern Ireland, in conjunction with Law Society (NI) Financial Advice Ltd, is once again delivering a comprehensive series of CPD sessions which will be of benefit to practitioners. To increase accessibility the sessions will take place in a variety of locations and at various different stages of the year.

8. Investing for vulnerable individuals

Monday 10 December 2018 1pm – 2pm Law Society House, Belfast

This session will cover:

· The roles and responsibilities of Trustees and Attorneys;

· Suitable investment strategies for Personal Injury Trusts;

· Elderly care options, costs and allowances;

· Estate deprivation;

· Treatment of the home if elderly care is required.

Case studies will be used to highlight opportunities and vulnerabilities.

CPD hours: 1 Client Care and Practice Management

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