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Understanding and applying the rules on means assessment and providing the right evidence can be difficult given the many various circumstances that must be accounted for with each client. This course will discuss the key aspects of the LAA’s Means Assessment guidance, with discussions on topics such as whose resources should be considered; rules on income, deductions, and capital; evidence requirements - and common errors that are made; rules on allowances (e.g. subject matter of dispute; and how to find and interpret guidance for less common circumstances (e.g. self-employed clients). Means Assessment Guidance is often the same for controlled work and licensed work, but there are some subtle differences on occasion, and the course will highlight some of the main differences in rules. Target Audience This course is aimed at anyone involved in making civil legal aid applications or assessing civil legal help work for financial eligibility. Resources Course notes will be provided to all delegates which may be useful for ongoing reference or cascade training. Please note a recording of the course will not be made available. Speaker Steve Keeling, Consultant, DG Legal Steve joined DG Legal after leaving the Legal Aid Agency in August 2016. In his 17 years at the LAA, he worked in the audit team as both auditor and manager and was a Contract Manager for several years. Steve is also a certified SQM auditor and undertakes audits on behalf of Recognising Excellence as well as running training sessions for the SQM Audit Team periodically.

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