Financial Abuse in Private Client Matters - Workshop with Charlotte John

Summary

In this workshop Charlotte John, barrister, will lead delegates through an interactive case study exploring what can be done to prevent and remedy financial abuse. The session is designed for STEP members advising elderly and vulnerable clients, executors, attorneys and deputies, and families, and for those handling litigation when things go wrong. The session will explore the following topics:

• Spotting the red flags of financial abuse.
• Capacity in context: applying the right tests to gifts, LPAs and wills.
• Court of Protection pathways: revocation of LPAs, appointment of deputies, authority to litigate and statutory wills.
• Predatory marriage: pre-emptive protections and the options if a marriage has taken place.
• Civil recovery routes: including setting aside transactions for undue influence or lack of capacity, the remedy of an account, personal and proprietary claims.
• Post‑death strategy: executor problems and evidence gathering.
• ADR and costs: timing of mediation, approving compromises, and managing costs risk.

The talk will start at 2.00 pm following a chance to network from 1.30 pm and will end at 5.00pm

Please note this will be at Leonardo Hotel Brighton Station BN1 4DJ.

There are various car parks around, the nearest is Brighton Railway Station Car Park, Stroudley Road, BN1 4DJ (but this can fill up quickly).

You may also wish to try Churchill Square BN1 2RU , Russell Road BN1 2DX, Regency Square BN1 2FG or Brighton Theatre BN1 1US.

CHARLOTTE JOHN is a Barrister at Gatehouse Chambers. Charlotte’s practice focuses on contentious private client and property litigation. She has particular expertise in disputes concerning the administration of estates and trusts, contentious probate, real property and Court of Protection property and affairs matters. Charlotte is an arbitrator and mediator and sits as a Deputy District Judge, including in the Financial Remedies Court and the Court of Protection. Charlotte is a contributor to Cohabitation Law & Precedents (Sweet & Maxwell), Family Court Practice (the Red Book, LexisNexis) and the Dictionary of TLATA and Inheritance Act Claims (Class Legal).

Dates for your diaries

We are currently planning our next Summer Special in June 2026 , so watch out for this event.

Our Sponsors

We are delighted to be sponsored again by:

In their own words: At TrinityBridge we have been helping individuals, families, professionals and businesses to make confident financial choices for more than 30 years. Our approach to wealth management is strategic – recognising the essential relationships that exist between our clients, their investment managers and their professional advisers. Our research led, multi-asset class investment management services are geared to generate the best possible returns for each client. Our financial planning services are considered and long-term in outlook – designed with financial freedom and security in mind.

With teams and offices across the UK - from Chichester to Edinburgh and Bristol to London, TrinityBridge is set up to offer financial clarity wherever and whenever our clients need us.

Find out more at trinitybridge.com

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