InvestmentsJul 16 2018

How to help clients create a lasting power of attorney

  • Learn how attorneys are appointed in England and Wales and why they are important.
  • Understand what LPAs allow clients to achieve and the role of a health and welfare LPA.
  • Consider how to broach the issue with clients and some tips for advisers.
  • Learn how attorneys are appointed in England and Wales and why they are important.
  • Understand what LPAs allow clients to achieve and the role of a health and welfare LPA.
  • Consider how to broach the issue with clients and some tips for advisers.
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Approx.30min
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CPD
Approx.30min
How to help clients create a lasting power of attorney

Buzz Aldrin’s recent decision to sue his family for mismanagement of his finances has, quite rightly, reminded advisers across the pond that those appointed to make decisions on a client’s behalf need to be selected with the utmost care.

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