LPA Attorney Record Book: Property & Financial Affairs - Decisions, Transactions, Expenses, Assets, Gifts & Important Records Organiser for Family and Lay Attorneys - Couverture souple

Grützmann, Domenico

Couverture souple

ISBN 10 : 3565798459 ISBN 13 : 9783565798452

Editeur : epubli, 2026

Synopsis

Keep your work as an attorney organised: money in and out, evidence, decisions, consultations and gifts in one paper record. This 184-page, A4 organiser helps family and lay attorneys acting under a registered property and financial affairs lasting power of attorney (LPA) in England and Wales. Record transactions as they happen, link every entry to a statement or receipt, document significant and best-interests decisions, and check gifts against the rules before you act. Inside you will find: - Attorney and donor details, registered LPA details, authority and scope check, proof of authority log - Other attorneys, how decisions must be made, binding instructions and preferences to consider - A key rules page referencing the Mental Capacity Act 2005 (sections 1, 4, 9 and 12) and the OPG gifts guidance, plus a guidance check log - Important contacts, bank accounts, assets, property, investments, pensions, benefits, income and regular bills - 30 transaction pages and 8 receipt and invoice registers - 5 significant decision records and 7 best-interests decision records - Participation and wishes logs, consultation records, a gift authority check and 5 gift records - Care and household costs, property maintenance and sale records, attorney expenses and mileage, tax and professional services - 12 monthly reviews, an annual financial summary, action trackers and a record-keeping review - legislation.gov.uk and GOV.UK sources reviewed for this edition: October 2026 Large-print layout with at least 10-point text throughout, clear writing lines and printer-friendly greyscale design. Independent organiser. Not an official Office of the Public Guardian form. Use it with the registered LPA and current official guidance.

Détails de l'édition

• Éditeur: epubli
• Date d'édition: 2026
• Langue: anglais
• ISBN 10: 3565798459
• ISBN 13: 9783565798452
• Reliure: Paperback
• Nombre de pages: 184
• Coordonnées du fabricant: non disponible
• Personne responsable: non disponible