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SIFA Webinar with Karen Sullivan from Puma Investments
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SIFA Webinar with Karen Sullivan from Puma Investments

Published on 21 July 2025

Many advisers with older clients can find themselves dealing with fiduciaries, typically attorneys appointed under an LPA or EPA (in England) or Continuing Power of Attorney (Scotland). When it comes to attorneys and investments for estate planning, including Business Relief (BR), issues around advising the Court of Protection, suitability and potential conflicts of interest may come in to play.

 

Learning objectives:

Summarise guidelines in place along with the allowances for tax free gifts

Define duties and responsibilities of fiduciaries when discussing investment decisions

Appreciate where business relief investments may be made by attorneys and key points to consider.

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