A smarter way to pass on your wealth and planning for the future

20th October 2020

Together with Tilney, Blake Morgan discussed a smarter way to pass on your wealth and planning for the future during a webinar on 8 October 2020.

Chartered Financial Planner, Rachel Debono, and Ian Dyall, Head of Estate Planning at Tilney, along with Blake Morgan’s Succession & Tax experts Lisa Davies, Nicky Sherrard and Ben Coulson, all shared their expertise on the webinar.

Passing on wealth to the people that matter to you in the most effective way.

Factors to consider for future planning

  • Tax efficiency
  • Control over timing and benefits paid out
  • Protection of assets
  • Provision for the vulnerable
  • Access

What is an LPA?

An LPA is an important legal document that enables you (the Donor) to appoint a person or persons of your choosing (Attorneys) to make decisions on your behalf, with your authority, or when you are unable to make those decisions yourself (lack capacity).

There are two types of LPA:

  • Property and Finance LPA
  • Health and welfare LPA

Who can make an LPA, who can be an Attorney and how they can act were all discussed on the webinar, as well as the benefits of both types of Lasting Power of Attorney.

Watch the Future planning webinar on Youtube here.

The webinar was for information only and not advice, if you would like legal advice, contact our Private Client team.

If you need advice on any of the above

Speak to a member of our Private Client Law team

Arrange a call

Enjoy That? You Might Like These:


9 August -
"Timeshares" typically apply to vacation properties using an arrangement that allows several owners to use a property under a timesharing agreement. Typically, owners would be able to use the property... Read More


8 August -
If your parent or other elderly relative is showing signs of having difficulties managing their financial arrangements such as organising payments bills or making withdrawals from the bank, it may... Read More


4 August -
Welcome to this month’s edition of Private Client Issues, Blake Morgan’s monthly round-up of the topics you may find of interest. It features insight and advice on developments affecting private... Read More