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...
Acquisition completed earlier this month.
Changes to take place by next year
Launched 18 November
Investment Association to create new labels