Everyone should have a power of attorney to ensure their wishes are respected if they lose capacity.
It provides peace of mind, avoids legal complications, and allows trusted individuals to manage finances, healthcare, and personal matters.
Without it, families may face delays, stress, and costly court proceedings to gain authority.
We will talk you through it every step of the way to ensure you are comfortable.
It can be, but by using our internal experts as part of your standard fee, the only cost is £92 for each document.
Burying your head in the sand is no excuse.
You're never too young or too old - an accident can happen at anytime.
There are various measures in place to ensure this doesn't happen until the time it is needed.
Challenge your understanding of Lasting Powers of Attorney (LPA) in the UK. This quiz features questions on the types, legal requirements, and practical aspects of LPAs.
We might sound like a broken record but a power of attorney is a must. That is why we have developed this Masterclass, to educate our clients and provide reassurance to the people who matter most to them.
If you haven’t created yours yet, join us for a masterclass that could save a couple up to £1,882 in solicitor fees (based on research carried out by Spall Clark and Nexa Law) by teaching you step-by-step how to create the documents yourself.
Watch Jonathan Brusell as he guides you through the how and why to set up a power of attorney. To access the full Masterclass, please speak to your Financial Planner or Client Manager. New to Equilibrium? We'd love to help. Simply get in touch using the button at the top of the page, and we'll send you the full version.
Chartered Financial Planner Jon Brusell answers the questions we've commonly been asked. over the last 30 years
This step-by-step guide to the HMRC online system will walk you through each stage clearly and confidently, making the process simple and stress-free.
We have two in-house experts, Nia Hughes and Gemma Brusell, who have helped many clients complete and register their powers of attorney. As part of our ongoing service, they can guide you through the process, answer your questions and provide support every step of the way.
This guide explains the two types of lasting powers of attorney, why they matter, the risks of not having one and the simple steps to put them in place before they’re needed.
Mr Morris (client for 16 years)
Mrs Aspinal (client for 15 years)
Mrs Johnson (client for 2 years)
Mrs Barrett (client for 6 months)
Everyone should have a Lasting Power of Attorney in place, regardless of age or health. In this masterclass you'll gain a clear understanding of the terminology, legal requirements, risks of not having an LPA, and have the opportunity to ask questions throughout. Even if your circumstances are more complex, you'll leave better equipped to work with a solicitor.
Care costs can be significant, but planning ahead can help you stay in control. This thought-provoking masterclass will help you understand your options, challenge assumptions, and take practical steps to prepare for future care needs.
During this exclusive Masterclass, Equilibrium Portfolio Manager Harry Topping will reveal common investment mistakes, share practical ways to avoid them, and explain the strategies Equilibrium uses to help investors stay on track.
Financial Planners, Ben Harrison and Grace Burgin, will provide a gentle introduction to the world of financial planning and investment by sharing their expertise and insights.
Inheritance tax planning is becoming increasingly complex, particularly with pensions expected to fall within the scope of inheritance tax from 2027. While these decisions are often influenced by family circumstances and emotions, this experience focuses on the financial impact of the options available, helping you understand the numbers first so you can make more informed decisions alongside your financial planner.
How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.
Go beyond pensions and savings to explore retirement's financial, emotional and practical realities, helping you plan with greater confidence and purpose.
In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.
Markets move fast. The world moves faster. Join Mike Deverell, Nathan Lingham and Harry Topping at our next Investment Insights as they cut through the noise and tell you exactly what it all means for your money.
