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Acting as an attorney or trustee? Read on...

Jenny Ives, Senior Financial Planner and our expert in Later Life finance, unlocks some of the complexities experienced by those given the weighty responsibility of power of attorney

Attorneys are often not aware of the full scope of their duties and powers; or the restrictions and guidance they are required to adhere to as laid down in the lasting power of attorney (LPA).

You may have already been thwarted in your attempts to carry out your duties as attorney, when dealing with banks and insurance companies. While the intention is to allow you to act on behalf of another due to their incapacity (mental or physical), there is undeniably much confusion around operating and implementing the power of attorney.

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