Clive Barwell TEP FCSI CFP

Clive Barwell
TEP CFP Chartered FCSI

Accredited Member of the Society of Later Life Advisers

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Blog | Posts Tagged 'EPA'

Lasting Powers of Attorney – What are they and do I need one?

Everyone, regardless of age, should have a Lasting Power of Attorney for Property & Financial Affairs (unless you already have a valid and adequate Enduring Power of Attorney) and for Health & Welfare.

I’m an attorney, can I make gifts?

This is the most common question I am asked by attorneys looking after Granny’s financial affairs under an Enduring or Lasting Power of Attorney. The simple answer is, “NO”!

Accredited SOLLA Advsior