Setting up your Lasting Power of Attorney (LPA)

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1Begin

2Personal details

3Personal circumstances

4LPA required

5Your LPA

6Instructions and preferences

7Submit

Welcome to the Lloyds LPA Service instruction form.

Within this instruction form you will be asked to provide details relating to your personal information and the type of LPA you wish to create.

Please note it is only mandatory to complete your personal details before submitting this form.

Please provide as much information as you can within this form, however if there is anything you are unsure of, we can discuss during your initial LPA instruction telephone appointment.

Please remember to submit your form. Your progress is not saved and your information will be lost if you do not submit the form.

Please note that if you are part of a couple who would both like to create LPAs with different terms, two individual LPAs should be created rather than mirror LPAs. Mirror LPAs are two LPAs which mirror the terms of the other one.

If you proceed with the LPA service, your personal information will be processed in accordance with Hugh James’ privacy policy. We will share your personal information with Lloyds Bank Plc, which is part of Lloyds Banking Group. We do this under legitimate interest to perform analysis, manage your relationships with us, to improve the product offering and for reporting purposes. We may also share your data with other Lloyds Banking Group companies. You can find out more about this on Lloyds’ privacy policy page.

This service isn’t suitable if you live in Scotland, but our partners at Scottish Widows can help.

Age confirmation*

I confirm I am 18 years of age or older.

Country confirmation*

I confirm that I live in England or Wales.

Information processing consent.*

Please tick to confirm you consent to us processing your personal data.

You can withdraw your consent at any time up until you enter into the firm’s terms and conditions of business.

Please click on the ‘Begin’ button to complete the form.

LPA required

LPA required help box

Need some help?

An LPA only takes effect once it has been registered with the Office of the Public Guardian (OPG).

It can be registered whenever you choose, but if it is registered immediately after it has been completed, it is simply stored safely and only put into use once it is needed.

Registration itself does not mean that you have lost capacity. You will carry on making decisions in the usual way until you lose mental capacity.

It is important to note that a Health and Care decisions LPA can only be used once mental capacity has been lost.

A Financial decisions LPA can be used as soon as it has been registered. If you do not wish for the Financial decisions LPA to be used whilst you have mental capacity, you can select this option within the LPA. Your attorneys will then need to obtain a certificate to confirm capacity has been lost before the LPA can be used.

Please select the type of LPA required.

Health and care decisions OR financial decisions (individual)

Health and care decisions AND financial decisions (individual)

Health and care decisions OR financial decisions (more than one person LPA’s on mirror terms)

Health and care decisions AND financial decisions (more than one person LPA’s on mirror terms)

All fees quoted are inclusive of 20% VAT unless otherwise stated.

Type of LPA
Single health and care decisions OR financial decisions (drafting and registration)
LPA preparation fees
£630.00
Registration fee payable to the OPG on your behalf
£82.00
Total fee
£712.00

Type of LPA
Mirror health and care decisions AND financial decisions (drafting and registration)
LPA preparation fees
£750.00
Registration fee payable to the OPG on your behalf
£164.00
Total fee
£914.00

Type of LPA
Double health and care decisions OR financial decisions (drafting and registration)
LPA preparation fees
£750.00
Registration fee payable to the OPG on your behalf
£164.00
Total fee
£914.00

Type of LPA
Mirror double health and care decisions AND financial decisions (drafting and registration)
LPA preparation fees
£870.00
Registration fee payable to the OPG on your behalf
£328.00
Total fee
£1,238.00

If a Deed of Revocation is required for an existing Lasting Power of Attorney (LPA)/Enduring Power of Attorney (EPA) this will be charged at £150 plus 20% VAT.

Have you also used Lloyds will writing service to prepare a will?

Yes

Please provide your customer reference number.

eg. HUG00100/00001

Instructions and preferences

Instructions and preferences help

Need some help?

When considering ‘Preferences’ (advice to your Attorney(s)) you should use words such as ‘prefer’ and ‘would like’.

When considering ‘Instructions’ (when your Attorney(s) must do something) you should use words such as ‘must’, ‘shall’ and ‘have to’.

The following are examples of ‘Preferences’ provided by the OPG:

Health and care decisions LPA

I prefer to live within five miles of my sister.
I would like to take exercise at least three times a week whenever I am physically able to do so. Whether or not I am mobile, I would like to spend time outdoors at least once a day.
I’d like my pets to live with me for as long as possible – if I go into a care home, I’d like to take them with me.
I’d like to have regular haircuts, manicures, and pedicures.

Financial decisions LPA

I like to reinvest all interest from each year’s investments into next year’s ISA allowance.
I would like to maintain a minimum balance of £1,000 in my current account.
I prefer to invest in ethical funds.
I’d like my attorneys to consult my doctor if they think I don’t have the mental capacity to make decisions about my house.
I would like to donate £100 each year to ‘name of charity’.

The following are examples of ‘Instructions’ provided by the OPG:

Health and care decisions LPA

My attorneys must not decide I am to move into residential care unless, in my doctor’s opinion, I can no longer live independently.
My attorneys must not consent to any medical treatment involving blood products, as this is against my religion.
My attorneys must ensure I am given only vegetarian food.

Financial decisions LPA

My attorneys must consult a financial adviser before making investments over £10,000.
My attorneys must not sell my home unless, in my doctor’s opinion, I can no longer live independently.
My attorneys must not make any gifts.
My attorneys must send annual accounts to my brothers and sisters.
My attorneys must instruct a tax accountant to prepare my annual tax return.

Please note that the following clause is included as standard within LPAs that we draft:

‘My attorneys may transfer my investments into a discretionary management scheme. Or, if I already had investments in a discretionary management scheme before I lost capacity to make financial decisions, I want the scheme to continue. I understand in both cases that managers of the scheme will make investment decisions, and my investments will be held in their names or the names of their nominees.’

Do you wish to include any instruction or preferences to assist your attorney('s) in managing your affairs?

Yes

Please include details of any instructions or preferences.

Certificate provider

Who can be a certificate provider help box

Need some help?

A certificate provider is an impartial person who confirms that you understand what you’re doing and that nobody is forcing you to make an LPA.
They must confirm that:

you understand the significance of the LPA
you have not been put under pressure to make it
there has been no fraud involved in making the LPA
there is no other reason for concern

If possible, they should discuss your LPA with you in private, without attorneys or other people present, before they sign to ‘certify’ their part of the LPA.
Your certificate provider can witness your signature and the signature of your attorney(s).

Who can be a certificate provider?

A certificate provider must be at least 18 years old and either:

a friend, colleague or someone you’ve known well for at least two years – they must be more than just an acquaintance
your doctor or lawyer or someone with the professional skills to judge whether you understand what you’re doing and are not being forced to make an LPA

People who can’t be a certificate provider

The certificate provider must not be:

an attorney or replacement attorney for the LPA
an attorney or replacement attorney in any other LPA or enduring power of attorney that you’ve already made
a member of your or your attorney’s family– including wives, husbands, civil partners, sons, daughters, fathers, mothers, brothers, sisters, grandparents, grandchildren, uncles, aunts, nephews, nieces, in-laws and step-relatives
an unmarried partner, boyfriend or girlfriend of yours or of any of your attorneys – whether or not they live at the same address
your business partner or one of your attorneys’ business partners
your employee or one of your attorneys’ employees
an owner, manager, director or employee of a care home where you live, or a member of their family
anyone running or working for a trust corporation appointed as an attorney in a property and financial decisions LPA

Please provide the name of the person who will act as your certificate provider

First Last

Please detail the relationship between your and your certificate provider.

e.g. How long you have known them, are they acting in a professional capacity.

Existing LPA or EPAs

Do you have an existing LPA or EPA?

Yes

Is the LPA or EPA registered with the Office of the Public Guardian?

Yes

Setting up your Lasting Power of Attorney (LPA)

Personal circumstances

LPA required

Your LPA

Attorney

Who can be an attorney?

Who cannot be an attorney?

Instructions and preferences

Certificate provider

Who can be a certificate provider?

People who can’t be a certificate provider

Existing LPA or EPAs