Powers of Attorney
Автор: AJ Bell Investcentre
Загружено: 2022-04-28
Просмотров: 364
Описание:
Lisa Webster is back with a technical focus on Powers of Attorney (POA). She addresses the why, the what and the how of POAs, outlining the different types available including deputy orders. Lisa will cover the key points to consider around restrictions, separating donor’s money, and acting in the best interest as well as an overview on the code of practice. Lisa will finish by highlighting the different rules for POAs in Scotland, Northern Ireland and England.
The value of investments can go down as well as up and your client may not get back their original investment.
For professional advisers’ use only.
Tax and pension rules apply.
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