Bolt Burdon holds its first ILM conference on financial abuse

On Monday, 20 January 2020 Bolt Burdon opened its doors to a large number of charities when it held its first free half day conference for the Institute of Legacy Management.

The event kicked off with a hearty breakfast before Emma Bryson of Bolt Burdon’s disputed wills and trusts team and Tanya Lloyd of our wealth and estate planning team opened the morning with a presentation regarding financial abuse (what it is and how to spot it), the duties of attorneys and deputies, and some practical tips for investigating suspected financial abuse. The conference included a panel discussion led by our Natasha McKeever and Alexa Payet, Pippa Garrott from the British Red Cross and Rebecca Billen from Bloodwise taking the audience through a case study, and concluded with an update regarding a recent case success and tips for how to deal with the banks when they appear to have fallen short of the standard expected of them in cases of financial abuse.

The conference was very well received and many delegates left with practical tips and a greater understanding of this growing issue.

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