Adding an attorney to a bank account
The bank registration process, and how to speed it up.
Money, tax and property
The practical side of a Property & Financial Affairs LPA — the paperwork attorneys actually deal with once it is registered.
Main pages on this topic
- Property & Financial Affairs LPA
The LP1F: money, bills, savings, property and everything a bank will ask for.
- Make an LPA online
The whole journey end to end: questions, documents, signing and registration.
Every page in this topic (20)
Tax returns and HMRC as an attorney
Registering with HMRC and filing on the donor's behalf.
Mortgages, equity release and your LPA
The lender's requirements and the limits of an attorney's borrowing power.
Dealing with the donor's debts as an attorney
Priority debts, creditor negotiation and mental capacity evidence.
Utilities, council tax and bills: the attorney's admin list
A single checklist for the household admin.
Premium Bonds, NS&I and savings under an LPA
Managing the donor's savings products as attorney.
Paying for care: what a financial attorney needs to know
Means testing, deferred payments and the deprivation of assets rule.
Insurance an attorney must not forget
Cover to review as soon as you start acting.
Do you need an LPA if you have little money?
Why modest estates benefit most, and how to keep the cost down.
Digital accounts, passwords and an LPA
Handling online banking, email and subscriptions lawfully.
Managing a pension as attorney
Pensions, drawdown and annuities as attorney.
Running a donor's household budget
Setting up day-to-day money management as attorney.
Shares, ISAs and platforms as attorney
Managing investments and ISAs on a donor's behalf.
Looking after the donor's home as attorney
Practical duties for a donor's property.
Funding care fees as attorney
The funding routes attorneys should work through.
Claiming benefits as attorney
The benefits an attorney should check and claim.
Attorneys and inheritance tax planning
The strict limits on tax planning by an attorney.
A first-90-days plan for a new attorney
A structured checklist for a new attorney.
Selling a donor's possessions as attorney
Selling belongings properly and provably.
Jointly owned assets and an LPA
Handling joint property and accounts as attorney.
Other topics
- LPA basics
- LPA costs and fees
- Choosing which LPA you need
- Attorneys and certificate providers
- Forms, wording and signing
- Registration and using an LPA
- Health and care decisions
- Parents, couples and capacity
- Disputes and safeguards
Ready to make your LPA?
Choose one LPA or both, then start online for £49 per LPA.
The Office of the Public Guardian charges a separate £92 to register each LPA.