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)....
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till