Planning and Protection of Assets in Later Life

One half-day

29 September 2026, 09:30 - 12:30 (UK time)

What do people worry most about in later life? Not able to make decisions about their health welfare or money, how to find the money to pay for care and how to best protect an estate on death?

Public course booking

Members: £129pp
Non-members: £189pp

To book this workshop for yourself or up to 6 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

Dates: 29 September 2026

Timings: 09:30-12:30 (UK time)

 Duration: Half day

 No of attendees: 12-16

 Format: Online - Virtual delivery

 CPD: Recognised

Trainer: Steve Davis

Price: £129 Members/£189 Non Members

Workshop Overview

This workshop involves:

• Case study overview to identify the clients’ main planning issues
• Overview of POAs and how to set them up
• Government long term care obligations and means testing
• Private provision options for LTC
• Wills and some key provisions
• Application of knowledge to the case study and review findings

What will I achieve by attending the workshop? 

This workshop provides a transformative learning experience that will empower individuals to be able to:

• Identify the main planning issues for elderly clients
• Explain how to set up POAs
• Describe the Government obligations for care provision
• Outline private provision for long term care costs
• Explain 6 ways of using a Will to protect assets for the family

Who should attend?

Advisers, paraplanners, whether at diploma or Chartered level, active in the estate planning market for older clients

Corporate Solutions

As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map.  We offer workshops covering exam revision, technical training and business and leadership topics. 

Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce. 

A full list of courses can be viewed in our 2025 Training Catalogue.

Public (open) course booking form

Corporate (In-house) Training

Register your interest in our other courses

For enquiries about this course, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling (GBP). The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

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