Included with every LPA application
Future Planning Review. Included with every application.
Creating a Lasting Power of Attorney often raises wider questions about your family’s future. The Future Planning Review helps make sure nothing important has been overlooked.
Why we include it
Most people don’t create a Lasting Power of Attorney until something prompts them to think about the future, whether that’s their own circumstances or the experience of a friend or family member.
Once you’ve taken that important step, it’s often the right time to consider whether there are any other arrangements that could help protect you and the people closest to you.
That’s why every Power of Attorney Online application includes a Future Planning Review. It’s designed to help you look at the bigger picture and leave with confidence that you’ve considered more than just your LPA.
Topics you may wish to discuss
Wills
Estate planning
Protecting Family Members
Care Fees
Inheritance tax
Other future planning matters
our partners
Trusted partners
We’ve carefully chosen experienced specialists for your Future Planning Review, so you can
discuss your wider future planning with confidence.
How it works
As you create your Power of Attorney Online account, we’ll ask if there are any future planning topics you’d like your review to focus on.
We’ll then help arrange your Future Planning Review at a time that suits you.
The review is included as part of your Power of Attorney Online service, with no obligation to take any further action afterwards. It’s simply an opportunity to make sure you’ve considered the wider picture.