Nellie on the Sofa – Free Health, Social Care & Legal Webinars

CHC Funding Demystified | On the Sofa ft. Ruth Tarr NHS Continuing Healthcare (CHC) can fully fund a person’s care, yet the path from checklist to getting the funding often feels like a maze. In this episode, Ruth Tarr breaks CHC into what we can understand: who really qualifies, what a Decision Support Tool (DST) is and what to expect at MDT meetings, when Fast-Track applies, and what to do after a refusal. What you’ll learn The CHC eligibility logic: understanding the primary health need Step-by-step pathway: From first checklist to appeals Building persuasive evidence across the DST domains (nature, intensity, complexity, unpredictability) When and how to use the Fast-Track pathway Refusals and reviews: structuring appeals that stick Why representation matters during the process Who should watch Private client/COP solicitors, deputies & attorneys, social workers, case managers, and family advocates supporting complex health needs. Resources Learn about our CHC Appeals service: https://www.nelliesupports.com/services/nhs-continuing-healthcare-chc-appeals Refer a case or contact us: nellie@nelliesupports.com or call 03339875118 Note: This video provides general information, not legal or clinical advice. Always consider the specifics of your case and local guidance. If this was helpful, please like, subscribe, and tap the bell to catch future episodes.

In this episode of On the Sofa with Nellie Supports, Mitra Mann joins us to demystify one of the trickiest areas in practice: gifting by attorneys and deputies when a person lacks capacity. We unpack what the law actually allows, when you must apply to the Court of Protection, and how to evidence a robust best-interests decision. What you’ll learn 1. What counts as a permitted gift (customary occasions, reasonable value, aligned to the person’s means) 2. Red-flag scenarios that need Court of Protection approval (e.g., Big gifts, property or large transfers, gifts to attorneys/close family, charitable giving out of character) 3. How to run a best-interests process: wishes & feelings, affordability, proportionality, conflicts, safeguarding, deprivation-of-assets risks 4. Practical templates for file notes and an “evidence checklist” to withstand scrutiny Who should watch Private client / CoP solicitors, professional & lay attorneys/deputies, social workers and safeguarding teams, case managers, and anyone advising families where gifting is being considered.

Welcome to this episode of On the Sofa with Nellie Supports. Our guest, Christine Marsh, Leading Courts Costs expert breaks down everything deputies need to know about the 2025 OPG Good-Practice Guidance and the updated Practice Direction 19B fixed-cost bands. In this session you’ll learn • What’s changed in the latest OPG guidance (and why it matters) • How PD 19B’s Category I–VII fixed-fee bands really work • Evidence the SCCO expects when you bill plus common mistakes that knock fees out • Practical tweaks to your time-recording and file notes to keep every pound recoverable Ideal for: professional & lay deputies, private-client solicitors, costs lawyers, local-authority finance teams, and anyone safeguarding vulnerable clients’ estates. Need a capacity assessment or deputyship support? Visit www.nelliesupports.com 👍 If you find this useful, hit Like, Subscribe, and ring the bell so you never miss an episode. Drop your questions for Christine in the comments, we’ll get answers in a follow-up Q&A!

In this episode of On the Sofa with Nellie Supports, we’re joined by Dave Lockwood, Senior Client Relationship Manager at Finders International, to explore the fascinating and often emotional world of probate genealogy and its connection to deputyship and safeguarding. From tracing missing heirs to uncovering lost wills and managing unexpected inheritances, this session dives into the behind-the-scenes work that genealogists do to support private client solicitors, deputies, and vulnerable individuals. We spoke about: The real role of a probate genealogist (aka “Heir Hunters”) How genealogists trace next of kin and verify family trees Why working with genealogists can help deputies fulfil best interest duties Real-life stories of million-pound estates, digital tracing, and lost beneficiaries The risks of sudden wealth and the importance of safeguarding How collaboration between genealogists, legal professionals, and social workers protects estates — and people This session is ideal for: ✔️ Court of Protection and private client solicitors ✔️ Deputies and attorneys ✔️ Social workers, assessors, and case managers ✔️ Anyone working with vulnerable adults or involved in estate planning Watch, learn, and don’t forget to subscribe for more expert conversations on social care, mental capacity, and safeguarding. Learn more about Nellie Supports: https://www.nelliesupports.com Contact us: nellie@nelliesupports.com #NellieSupports #OnTheSofa #Deputyship #Genealogy