Whether you undertake the administration and fulfilment of a will and LPA yourself or use a specialist partner, a discussion on both should form part of regular conversations with all clients, argues Scarlett Musson
There is now a prompt on the majority of fact-find documents to ask your clients whether they have a will. Sadly, though, similar attention is not given to asking about lasting powers of attorney (LPA). With so much focus on the ‘ageing population', and horror stories regularly in the press about the issues caused by not having an LPA in place, most advisers should have this on their radar. As we will see, this is vital - not just for your client and their family, but also for you and your business. Some advisers may consider their clients would not be interested in having an LPA in ...
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