Recent commentary from a high-profile personal finance expert has suggested that setting up a Lasting Power of Attorney (LPA) is little more than “form filling” that people can easily do themselves.

However, Rachael Scott, a wills and probate solicitor from our private client team, is urging caution.

More than 50,000 LPA applications were rejected in 2023/24 due to errors, highlighting just how easy it is to get them wrong, and the potential consequences of doing so.

A powerful legal document

Rachael insists that a Lasting Power of Attorney is not just a form. “It is a powerful legal document,” she says. “It allows you to appoint someone you trust to make important decisions about your property, finances, health and welfare when you no longer wish to or when you lack the mental capacity to do so.

“While the process is designed to be accessible, it includes important safeguards to ensure individuals fully understand what they are putting in place, that their wishes are being fully recorded and that the person is not being put under pressure to put the documents in place.

“There are strict technical requirements and legal implications that need to be carefully considered, and even small errors or unclear wording can lead to delays or rejection by the Office of the Public Guardian,” she says.

Why professional help matters

Rachael makes the point that beyond the paperwork, creating an LPA involves making significant decisions about who should act on your behalf and how those decisions should be made.

“It is not just about completing a document, it is about making informed choices that reflect your wishes,” says Rachael. “Getting professional advice ensures the documents are correct and gives you peace of mind.”

Rachael concludes: “It is vitally important that they are completed correctly, and you should take legal advice before putting them in place. Williamsons will guide you through the decisions that need to be made and will complete all the forms for you, taking the stress out of the process.”

Taking advice now can prevent significant stress, delay and cost for your loved ones in the future.”

At Williamsons, we support our clients through the entire process, helping you navigate the decisions involved and ensuring all documentation is completed accurately.

To contact our friendly Private Client team, please call 01482 323697