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Capacity Action Pack

When a parent's capacity starts to slip — what to put in place this month, this quarter, this year.

What this brief is

Sequencing LPAs, GP discussion, financial deputyship vs LPA, the property and affairs handover, and the social signals families miss for too long. Sample uses George Pemberton (78, early-stage vascular dementia) with Sarah and Mark as the adult children acting.

How this brief is read

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Read the sample on this page, using the Pemberton-Walsh household throughout.

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Household Continuity Dossier membership (£195 first year, then £99/year) holds the record on the register, prompts the annual review, and issues the Governance Letter when a circumstance changes.

From the brief

A Lasting Power of Attorney is not a forecast of loss. It is a record naming who can act for you on specific matters if you cannot act for yourself. The most common reasons people need them are not what people expect — they are often temporary (post-surgery, stroke recovery, depression) rather than progressive. Having them in place changes nothing about your day-to-day life. Not having them means that if a situation arises, only the Court of Protection can grant the authority — a 16–22 week process during which routine financial decisions are frozen.

The two tracks

LPAs come in two separate documents. Most people set up both. They cover different things and can name different attorneys if appropriate.

On naming attorneys: Both LPAs can name the same people or different people. Many households name a child for Health & Welfare and a sibling or solicitor for Property & Financial. Multiple attorneys can act jointly (all must agree) or jointly and severally (any can act alone). The "jointly and severally" arrangement is usually more workable in practice.

The four actions, in order

Sequenced so each step prepares the next. Most households complete the full sequence in two months, with the 8–20 week OPG registration window running in the background.

The full brief continues — personalised with your household's details.

Before the window closes

Reading this is the first step. Caring for a Parent covers the LPA route, the OPG registration timeline, and the conversation that has to happen first — prepared personally from a short intake about your household.

See Caring for a Parent

Most people never need more than a guide like this one. If the situation behind it has stopped being simple — a trust, inheritance tax, foreign assets, a business, a dispute in view — Signum, Valoren’s own specialist desk, can take it on, and we say so plainly: it starts with a free intake, and if you do not need us, we will tell you. Prefer an independent adviser? STEP and the Chartered Institute of Taxation both keep public member directories — neither pays Valoren a referral fee.

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