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Acting For Elderly and Vulnerable Conveyancing Clients

Data Law Limited


£80 inc VAT
Or £26.67/mo. for 3 months...
Study method
Online, self-paced
1 hour
No formal qualification
Additional info
  • Tutor is available to students

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Learning Outcomes

  • On completion of this course you will:
  • o Understand when a conveyancer needs to assess a client's capacity and the standard of competence expected of a lawyer
  • o Be conversant with transactions that necessitate further exploration of the client’s understanding of the risks involved
  • o Be familiar with lasting powers of attorney and realise when the power might require further enquiry
  • o Know whether you should take any additional steps if a seller-client is selling by power of attorney, including where the attorneys are acting jointly and severally
  • o Appreciate risks to clients where a disposition of property is proposed with the intention of trying to obtain state funding for residential care costs

What is the target audience?

  • This course is suitable for practitioners of all levels including paralegals, fee earners, trainees and experienced solicitors


Acting for senior citizens in property transactions can sometimes present a variety of risks for lawyer and client alike. For instance, there is the risk of undue influence or lack of capacity, or the transaction would appear not to be in the client’s best interests.

During this webinar Stephen Desmond will discuss the steps that the property lawyer can take to identify clients at risk and to act in their best interests.

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What does study method mean?

Study method describes the format in which the course will be delivered. At courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

What are CPD hours/points?

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on, many of which can be completed online.

What is a ‘regulated qualification’?

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

What is an ‘endorsed’ course?

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.