Mental capacity update

Format: Webcast (In-person event took place in January)

CPD: 1.5 hours

This event is for all advisors acting for those who lack capacity, or their loved ones, and provides a comprehensive update of the current state of play, some topical issues and practical guidance. It will cover financial abuse of those lacking capacity, the STEP report and what action should be taken by any professional who suspects or has knowledge of abuse, international capacity issues, the Global Representative Power (GRP) and more.

Meet the speakers

Alex Troup KC
Alex is a leading expert in Court of Protection and private client disputes. With extensive experience in mental capacity law, he regularly advises on cases involving LPAs, testamentary capacity, and vulnerable clients.

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Zahava Rosenthal TEP
Zahava is a specialist in financial abuse cases and private client law. She has worked extensively on protecting clients from financial exploitation and is actively involved in STEP’s initiatives to enhance industry standards.

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Learning objectives

  • LPA Abuse: How to spot it & preventative measures
  • Predatory marriages: Legal gaps & client protection strategies
  • Banks v Goodfellow: Best practices for assessing testamentary capacity
  • Re ACC case update: Implications & practical considerations
  • Tax planning in the court of protection: Understanding the boundaries
  • International issues: Introduction to the global representative power
  • Gain the insights you need to confidently handle capacity-related matters in your practice

Gain the insights you need to confidently handle capacity-related matters in your practice.

Get the full CPD Masterclass series

Want access to more expert-led insights? Purchase the bundle and save with access to all sessions covering:

  1. Mental capacity update
  2. Responsible stewardship of wealth
  3. Public information & registries
  4. Modern families
  5. Families in business
  6. Overseas & international issues