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LPA - certificate provider

Moose1960
Posts: 43 Forumite


I am in the process of preparing new LPAs for my elderly parents, naturally at their request.
We'll need a "certificate provider" who isn't related to them to confirm that they know what they're doing. The "someone who has known them for at least two years" requirement is tricky (albeit not impossible) due to the fact that at their age they've outlived a lot of their friends.
The alternative is "a professional" but the examples in the guidance are quite narrow - GP, lawyer, social worker. I have a trusted friend who is willing to stand as certificate provider and she is qualified both as a Chartered Accountant and a Chartered Tax Advisor. Do any of the good people here know whether those qualifications will suffice?
We'll need a "certificate provider" who isn't related to them to confirm that they know what they're doing. The "someone who has known them for at least two years" requirement is tricky (albeit not impossible) due to the fact that at their age they've outlived a lot of their friends.
The alternative is "a professional" but the examples in the guidance are quite narrow - GP, lawyer, social worker. I have a trusted friend who is willing to stand as certificate provider and she is qualified both as a Chartered Accountant and a Chartered Tax Advisor. Do any of the good people here know whether those qualifications will suffice?
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Comments
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the thing about the " GP, lawyer, social worker" is that they have some experience / training in assessing mental capacity .. which I doubt an accountant would.
Do any of your friends know them? how about a neighbour?
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A relative just used a friend, no problem.1
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No formal qualifications are required to be a certificate provider.1
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Any neighbours who could do it?1
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anyone who knows them and chats occasionally....hairdresser or barber is a good one as many people go to the same individual for years.I’m a Forum Ambassador and I support the Forum Team on Debt Free Wannabe and Old Style Money Saving boards. If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the report button, or by emailing forumteam@moneysavingexpert.com. All views are my own and not the official line of MoneySavingExpert.
"Never retract, never explain, never apologise; get things done and let them howl.” Nellie McClung
⭐️🏅😇2 -
My mother-in-law's hairdresser did hers and there were no issues.1
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I had the same problem and I read it as someone who knows them last two years (not related) or GP etc. Over last 2 years housebound and not visited by anyone but us. So it is tricky and did not like asking neighbour etc as does not chat to them. As it turned out he did not want to do LPA but we would have gone with solicitor if he had wanted one.21k savings no debt1
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Bossyboots said:My mother-in-law's hairdresser did hers and there were no issues.
the professional certficate provider has to reach a higher bar and hence really much easier to get the friend (or hairdresser). As a GP I did a few for people but got my mum's friend to do hers
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Brie said:anyone who knows them and chats occasionally....hairdresser or barber is a good one as many people go to the same individual for years.Parent used a neighbour and explained to them that they needed to check whether she had still got her marbles or not.All shall be well, and all shall be well, and all manner of things shall be well.
Pedant alert - it's could have, not could of.1 -
Actually I think my hairdresser knows me way better than any GP does & will know more quickly than my GP if I am not "firing on all cylinders".5
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