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

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.

Watch the webinar again

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