The Estate Planner’s Podcast

CMA Guidance - Sales Practices

This is the third and final episode on the Competition and Markets Authority guidance for unregulated legal services. This episode covers the topics of Reasonable Care and Skill and Sales Practices.

CMA Guidance - Fair Terms

This episode continues the review of the Competition and Markets Authority guidance for unregulated legal services, and specifically looks over their provisions covering the fairness of contract terms.

CMA Guidance - Providing Accurate Information

The Competition and Markets Authority have released their guidance on consumer protection law for unregulated legal services. This episode looks at part of that guidance as it relates to providing accurate information to consumers.

Deliberate Deprivation

A person cannot deliberately deprive themselves of assets for the purpose of avoiding paying for their care and support charges. In this episode we take a look at the historic development of this principle and its application today.

Asset Protection Trusts

This topic is perhaps one of the most controversial for estate planners, and there are a wide variety of opinions about their use in the profession. This episode looks at some of their uses, their mis-uses and the ways that we might improve our communication of them to our clients.

Predators and Creditors

Scams, cons and fraud victims are far more prevalent than most people realise. In this episode we take a look at some examples and see how estate planning can help to prevent vulnerable people from the distress and financial losses that result.

Yule v South Lanarkshire Council 1999

This is a case often referred to on the subject of deliberate deprivation of assets. It is worth understanding to appreciate the rationale of the courts when coming to the decision that they made in favour of the Local Authority.

The Most Important Episode

Yes, that is a bold claim! This episode contains the key to understanding this and any other subject, and shows how you can improve your professional competence and certainty in your knowledge.

Handling False Data

An element of our role as estate planners is to educate our clients on the various products and services we offer that can help to solve thier problems. We will sometimes run into a difficulty in that education that is difficult to detect and handle - false data. This episode looks at how we can identify and then handle our client's false data.

Something a Little Different

I was recently invited on to the Today's Wills and Probate podcast to talk about regulation and the Competition and Markets Authority consultation. This episode is a reproduction of that interview in full.