Vulnerable Clients

23 September 2026

Powers of Attorney - the Court of Protection has clarified deputies' authority to manage direct payments
Authority to manage direct payments for people lacking capacity. On 10 September 2026, the England and Wales Court of Protection (CoP) handed down its judgment on seven applications for authority to manage direct payments for people lacking capacity

27 August 2026

Pension sharing and lump sum and lump sum and death benefit allowances
How pension sharing impacts lump sum and lump sum and death benefit allowances

31 July 2026

Taper relief for potentially exempt transfers (PETs) - a case study
Inheritance tax (IHT) planning for the elderly, which can be problematic, especially if there is a chance that they will not survive seven years. Taper relief on PETs can be useful in these circumstances

29 June 2026

Securing probate - what you need to know
What is involved in the administration of an estate of a deceased person

22 June 2026

How an individual can provide for the later costs of care
Ways in which a person can provide for the possible future costs of care