Are you meeting your safeguarding duties?
In December 2018, high street bank Santander was fined nearly £33m for failing to pass on the assets of deceased customers to their personal representatives and beneficiaries. In some cases, said [...]
Best interests
This is a classic case of an attorney trying his best to look after his severely disabled father but having no regard for the proper management of money and resources. It examines the payments [...]
Showing resolved intent
Whenever an adviser meets a new client there are three matters that should always be on the agenda: does the client have in place an up to date will, a Lasting Power of Attorney and, for [...]
