Protecting clients’ assets from the cost of care

Recorded on: 12/07/2023


To remind practitioners of their role in advising clients seeking to undertake estate planning of the anti-avoidance provisions in relation to means tested benefits and to identify permissible steps in asset protection.


Participants will be able to:

    • Draw the line between permissible asset protection and deprivation of assets
    • Advise on certain steps which can be taken to protect assets


  • The Local Authority financial assessment and ‘deprivation of assets’
  • Examine the ownership of any real property
  • Options for funding the cost of care privately such as equity release or letting
  • Making gifts of the home or an interest in the home
  • Asset Protection Trusts
  • Making appropriate gifts in a will
  • Using life assurance

Watch a two minute preview of the webinar


Members:  £127.00

Non members:  £175.00

Sole practitioner:  £88.00

All prices ex-VAT

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020 3567 1207
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