Referrals – the opportunities from a Will (part 2)

Referrals – the opportunities from a Will (part 2)

So if you're writing a Will for a referred client, as part of the fact finding process it can reveal a host of other opportunities for your services and clients!   For example: So you’ve secured a referral from a client to do their Executors wills. The executor...
Should EPAs be replaced with an LPA?

Should EPAs be replaced with an LPA?

You may have clients who have an Enduring Power of Attorney (EPA) in place. EPA’s were replaced by Lasting Power of Attorneys (LPA’s) from 1st October 2007 so it’s not been possible to create EPA’s since then. Your clients may ask you, if they have an EPA in place,...
Key considerations for a Business LPA

Key considerations for a Business LPA

As a business owner, it’s important to consider what would happen to your business if you were unable to make decisions. This may be if: you were abroad on holiday or for business you were to have an accident mental incapacity In such circumstances, who will authorise...
The impact if a joint account holder loses capacity

The impact if a joint account holder loses capacity

It’s a common occurrence for individuals to have a joint bank account with a spouse, partner or adult child. This arrangement provides easy access for both parties to manage joint expenditure such as household bills. But there is a general misconception that when one...
LPA’s – the importance of clear instructions

LPA’s – the importance of clear instructions

A Lasting Power of Attorney (LPA) can give a person(s) quite a lot of authority over part of another person’s life, and so for this reason when a client is making an LPA they need to ensure they give complete clarity in their instructions and preferences. An LPA is a...