07 June 2023 Issue 4 Gareth Ledsham TEP and Martin Haanen TEP

You can lead a horse to water…

Gareth Ledsham and Martin Haanen explore methods for minimising clients’ legal and financial risk when faced with future mental or physical incapacity

Key points

What is the issue?

Future physical or mental incapacity can jeopardise business and asset owners’ wealth.

What does it mean for me?

With proper preparation, advisors can help clients avoid costly and unpleasant forced interventions brought on by loss of capacity.

What can I take away? 

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