Finance and Law for the Older Client
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- Looseleaf Subscription
Published in association with STEP (Society of Trust and Estate Practitioners), this looseleaf is designed to help financial advisers, lawyers and accountants advise their elderly clients on a range of financial and legal topics.
It contains easy to access information that is both detailed and practical. Includes strong emphasis on financial matters, such as pensions, gifts and taxation.
The work is divided into the following main areas:
- Financial Matters
- Will Drafting
- Community and Residential Care
- Powers of Attorney
- The Court of Protection
- End of Life Decisions
- Dying Tidily
- Grandparents and Grandchildren: Rights and Responsibilities.
Endorsed by STEP, a 20% discount is available to STEP members.