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InsightsWebinar | Video - Powers of Attorney - POSTED: June 18 2021
Understanding your clients’ legal needs: LPAs
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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.
Disclaimer: The content of this webinar is for guidance purposes only and does not constitute legal advice. Information correct at time of recording (March 2021).
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
Can we help?
Take a look at our Powers of Attorney page for useful information, resources, guidance, details of our team and how we may be able to help you
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Get in touch
Please fill out the below form or alternatively you can call us on 01622 690691