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Lasting Powers of Attorney: Gifts, Maintenance and Tax Planning

Details

  • Date: Thursday 25th June 2026
  • CPD Hours: 1 hour
  • Expires after: 120 Days
  • £25 Plus VAT
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Speakers

  • Caroline Bielanska

Access

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Many attorneys do not realise they may need authority from the Court of Protection before they make gifts, maintain others or invest in tax planning products.  This session will consider:

  • When is it reasonable to make a gift under s.12 MCA
  • The limits of making gifts
  • The de minimus exception
  • When is maintenance not a gift?
  • When does investing in a tax planning product need court approval
  • Preliminary considerations
  • Evidence in support and the court’s approach

Caroline Bielanska, Solicitor, TEP, Independent Consultant, Mediator, Author and Trainer

£25.00 + VAT

SKU: VCWP26-6 Categories: ,

Sponsored by

Estate Research
Hammer Price Homes

Speakers

Caroline Bielanska

Solicitor, TEP, Independent Consultant, Mediator, Author and Trainer

Solicitor, TEP, Independent Consultant, Mediator, Author and Trainer