The Mental Capacity Act minefield: unlocking investment opportunities for Deputies and Attorneys


29 September 2021

When a person loses mental capacity to manage their financial affairs, whether through accident or illness, family members or professionals are required to step in and deal with their finances on their behalf. They will have authority to do so as either Attorneys appointed by the person themselves through a Lasting Power of Attorney or Enduring Power of Attorney or a Deputy for Property and Financial Affairs, appointed by the Court of Protection.

Where the person concerned is in possession of significant sums of money their Attorney or Deputy must take appropriate steps to manage those funds, including consideration of investments and tax mitigation.

In this session Matthew Steiner of Stellar Asset Management and Jemma Garside from Kingsley Napley's Private Client team will briefly explain the duties of Deputies and Attorneys when making investments, how they must make decisions and common problems that arise. We will then explore some of the financial planning opportunities that may be available to Deputies and Attorneys. 

Registration for this event has now closed.

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