Understanding your clients’ legal needs: LPAs

Our expert speakers discuss key information relating to Lasting Powers of Attorney (LPAs) in this free, 40-minute webinar.

We are delighted to welcome guest speaker Sam Durnell, Investment Director at award-winning investment management firm Brooks Macdonald.

Who should watch?

The ‘Understanding your clients’ legal needs’ on-demand webinar series is tailored for those in the professional services sector.

However, this webinar contains a wealth of valuable information that is relevant to all professionals, as well as families who are either considering a Power of Attorney or have a Power of Attorney already in place.

Webinar content

In this informative session, the presenters discuss the following points and illustrate them with real-life case studies.

• The different types of Powers of Attorney (General, Enduring and Lasting)
• The registration process of Lasting and Enduring Powers of Attorney (LPAs/EPAs)
• Technical points for Financial and Health and Welfare LPAs
• Investing on behalf of a donor: why invest, what to invest in, and where to invest?
• Guidance on other key investment considerations

View on-demand – how to watch

Play the video below to see the full recording of the webinar. Switch on subtitles within the video player to follow as you watch.
 

Webinar presenters

Sam Durnell CFA | Investment Director, Brooks Macdonald

Working alongside independent financial advisers, Sam manages risk-rated, multi-asset discretionary portfolios on behalf of private clients, trusts and charities. He currently heads up the Japanese equity research team.

Sam holds the Chartered Institute for Securities and Investment (CISI) Chartered Wealth Manager Qualification, the CISI Investment Advice Diploma (IAD) and is a Chartered Financial Analyst (CFA).

He is a Charterholder as well as a Chartered Member of the CISI.

Sam also has a first-class BSc degree in Financial Economics and Econometrics from the University of Kent.

Further information

About Brachers’ Elderly and Vulnerable team

Our highly experienced and dedicated specialist team look after the interests of elderly and vulnerable individuals and support them with their legal and financial affairs. We can act as executor, trustee , attorney or financial deputy.

Our team also advise clients acting as an attorney, providing advice on how to act as attorney, how to make gifts and dealing with people who lack the sufficient mental capacity.

We have developed close relationships with community service providers and local organisations to ensure we provide a specialist collaborative team who will deliver a supportive service.

Webinar partner: Brooks Macdonald

Brooks Macdonald is a discretionary investment manager responsible for the management of £15.5bn on behalf of private clients, trusts and charities.

They manage active investment portfolios with varying risk and return profiles, designed to meet a broad range of objectives.

Brooks Macdonald believe that by working together with independent financial advisers they can help to provide the best outcomes for clients.

Also available in this webinar series

This webinar is part of a series, to watch further webinars visit the resources below:

• Understanding your clients’ legal needs: Supporting clients with dementia
• Understanding your clients’ legal needs: Wills
• Understanding your clients’ legal needs: Contentious estates
• Understanding your clients’ legal needs: Wealth protection on divorce

This content is correct at time of publication