Course Details

The Assisted Decision-Making (Capacity) Act has reshaped how financial decisions are made for individuals who may require support with managing their affairs. For accountants, this legislation is directly relevant, not only because of the tax‑treatment requirements around client assets, court‑approved financial plans and reporting obligations, but also because accountants are often the first professional families turn to when navigating these situations.


This course gives a clear overview of the key points accountants should be aware of, along with how discretionary investment management can support compliant, well‑structured long‑term planning for clients who require assistance. We’ll also include a short update on markets to help advisers understand the current investment backdrop when supporting clients.

 

In this course Leonardo Mazza and Marina Giblin cover the following topics:

  • High‑level overview of the Assisted Decision-Making Act and what it means for accountants
  • How financial plans and investment strategies are structured for clients who require supported decision‑making
  • How discretionary management is useful in providing management oversight
     Practical examples of working with families, solicitors and other advisers under the Act
  • Market update – interest rates, inflation and what’s sectors driving portfolios in 2026

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CPD Course Speaker

Cantor Fitzgerald

Leonardo Mazza

Leonardo Mazza brings close to 10 years of financial markets experience. He is responsible for researching, monitoring and recommending preferred allocations to asset classes, factors and styles based on top-down macro analysis. He plays a central role in the management of discretionary model portfolios. Leonardo holds bachelor’s and master’s degrees in Economics & Finance and Quantitative Finance from Bocconi University. He is a member of the Italian Association of Financial Analysis, a Registered Stockbroker, a Financial Risk Manager certified by the Global Association of Risk Professionals, and a chartered holder of the Macro Specialist Designation from the Macro Institute.

Cantor Fitzgerald

Marina Giblin

Marina has worked in wealth management for almost 30 years. She is highly experienced in delivering the experience, resources and personalised service needed to help clients address their life goals and complex wealth management outcomes. She has personal experience of advocating and working with people who require assisted decision-making and has both the financial experience and understanding to help navigate this with clients. Marina holds a degree from UCD in Social Sciences and post graduate DBS from Michael Smurfit Business school.