Advisers should familiarise themselves with what clients can and cannot do with a power of attorney if they want to work closely with solicitors and accountants, Tish Hanifan told delegates at PA360.
The Society of Later Life Advisers (SOLLA) founder and chair (pictured) said fully understanding power of attorney can differentiate a business to potential professional partners like solicitors and accountants...
Covid-19 crisis acts as catalyst
£3.4bn released last year
Potential IHT liability
‘Charity lump sum death benefit’
Comprises c.300,000 customers
27 and 28 October
Doesn’t have to be complicated
Starts beginning of November