Lasting Powers of Attorney: 15th September 2017

On Friday 15th September, the third Retirement Café event was a sell-out on the topic of Lasting Powers of Attorney at the Kings Arms Hotel in Christchurch.

The Retirement Café welcomed estate and legacy planning expert Paul Solomons and Court of Protection specialist Fiona Heald to discuss everything you need to know about Lasting Powers of Attorney. They discussed what exactly a Lasting Power of Attorney is, who needs one, how to set one up, and what to watch out for when putting a Lasting Power of Attorney in place.

Paul Solomons and Fiona Heald joined Justin King of MFP Wealth Management to answer numerous questions about LPA and EPAs. The discussion was animated, the environment relaxed, and the guests highly engaged with the informative discussion.

As always, the event was free to attend. But spaces are limited so be sure to register early to avoid disappointment if you would like to attend future events.

Read more about our Lasting Power of Attorney guests below.

Fiona Heald

Fiona Heald, partner in the Court of Protection Team at Moore Blatch solicitors, works with elderly people and where appropriate their carers, helping them deal with the issues that arise in later life. Fiona ensures her clients’ wishes are met both now and in the future, which includes putting in place the necessary arrangements and legal structures, often involving Powers of Attorney or Deputyships, trusts and wills.

This is a highly specialised area of law, requiring not only expert legal advice but also the ability to understand the emotional issues that arise.

Fiona is a member of the Society of Estate and Trust Practitioners (STEP), treasurer for the South Central branch of Solicitors for the Elderly and a Dementia Friends Champion.

Paul Solomons

Paul Solomons, Head of Private Client Services and partner at Solomons Solicitors is a highly experienced solicitor who has extensive experience in all matters relating to wills, probate, trusts and Lasting Powers of Attorney.

Paul is a member of the private client section of the Law Society and the specialist Society of Estate and Trust Practitioners (STEP).  He is also  a member of a number of charitable committees and has been Chairman of the Christchurch Citizens Advice Bureau board of Trustees since 2002.

Justin King

Justin King is an Independent Chartered Financial Planner and Managing Director of MFP Wealth Management. He is author of Ready, Steady, Retire! and holds the SOLLA Retirement Advice Standard. Justin specialises in working with people approaching, or already enjoying, their retirement to help them retire with complete financial confidence.

As part of his retirement planning service and elder client care, Justin includes advice on setting up Lasting Powers of Attorney, by working in partnership with specialist estate planning lawyers like Paul and Fiona.

I found The Retirement Cafe most enlightening and learnt quite a few things.

Guest at The Retirement Cafe, September 2017

I now realise we are unprotected, but feel much better informed to change that.

Guest at The Retirement Cafe, September 2017