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Lasting Powers of Attorney: Gifting and Managing Funds for Others

Lasting Powers of Attorney: Gifting and Managing Funds for Others

by Amy | Jun 24, 2026 | Lasting Powers of Attorney

Attorneys Gifting Under An LPA The law says that under an LPA, an attorney can only make modest gifts on customary occasions (like birthdays, anniversaries, Christmas). Importantly, the overriding principle is that any gift should be in that person’s best interest....
Lasting Powers of Attorney: Who Decides When You Can’t

Lasting Powers of Attorney: Who Decides When You Can’t

by Amy | Jun 19, 2026 | Lasting Powers of Attorney

The reality is the longer retirement lasts, the greater the chance of cognitive decline or dependency. Yet many existing financial plans, investments and pension drawdown plans ignore this fact. A key feature in our ongoing reviews with clients is Lasting Powers of...
Our Premier Estate Planning Package

Our Premier Estate Planning Package

by Amy | Jun 10, 2026 | Estate Planning, Lasting Powers of Attorney, Trusts

Many people believe that once they have written a Will, their estate planning is complete. While a Will is an essential foundation, on its own it obviously only works after death, and then only in limited circumstances. Life situations, finances, health, family...
Joining The Dots: The Levels Of Estate Planning

Joining The Dots: The Levels Of Estate Planning

by Amy | Jun 8, 2026 | Estate Planning, Inheritance Tax, Retirement, Wills

The Process Estate planning is a process. Ideally, a joined-up advice process, guided by a later life financial and legal specialist who is able to see the whole picture. The process always starts with an initial chat with your later life planning specialist. You will...
Lasting Power of Attorney and Immediate Care Plans

Lasting Power of Attorney and Immediate Care Plans

by Amy | May 29, 2026 | Care Fee Planning, Estate Planning, Lasting Powers of Attorney

Often when people hear the phrase ‘Estate Planning’, they often think of writing their Will or organising Lasting Power of Attorney (LPA). But in practice, Estate Planning often involves more than many people think. When families begin reviewing their estate plans...
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