So you make LPAs? Here’s how to add value (9 July 2026, Bristol)

This seminar will provide practical insights to help you offer a better a service when crafting LPAs . Through practical examples, you’ll learn how to identify red flags what advice you should be giving to give to donors and attorneys.

We’ll explore:

• how to “sell” your services when making LPAs
• advice to give donors on choosing attorneys
• advice to give attorneys regarding gifting, loans and undervalued transactions
• what records to keep when making an LPA and how to deal with requests from the OPG
• letters of wishes versus preferences and instructions
• keeping records of LPAs made and your ongoing obligations

This seminar is ideal for anyone who makes LPAs and/or who advise attorneys and deputies. Please note that this is not a course on how to make LPAs.

This event is being organized in partnership with Bristol Law Society and will be followed by a networking session where you can connect with private client colleagues in the south-west.

Date

Thursday 9 July 2026

Timings

• Registration: 9.30am
• Seminar/discussion: 10am–11am
• Refreshments and networking: 11am–12pm

Venue

Thrings Solicitors, The Paragon, Counterslip, Redcliffe, Bristol BS1 6BX

Chair:

Sophie O’Connell, Partner at Wilsons Solicitors LLP and a member of the Private Client and Estates Committee

Sophie is a partner at Wilsons LLP. She specialises in mental capacity law and supports clients to manage their property and financial affairs.

Sophie is also a member of the Capacity Law and Rights Information to You (CLARiTY) team which aims to improve the access to justice for disabled people and family carers through enhancing understanding of mental capacity law and human rights.

Speakers:

Fiona Heald, Senior Lawyer - Court of Protection at Giles Wilson

Fiona is a Court of Protection Solicitor at Giles Wilson Law Limited. Fiona has worked with older and vulnerable clients for over 30 years and has extensive experience working with clients, their family, and their carers to ensure that her client’s voice is heard. She specialises in property and financial affairs Court of Protection applications, mental incapacity, LA care fees funding as well as advising attorneys and deputies. 

Sarah Bolt, Council Member at Bristol Law Society

With more than 15 years’ experience in Private Wealth and Court of Protection litigation, Sarah advises a wide range of clients—including private individuals, charities, lay and professionals - on a range of complex and often emotionally sensitive disputes. She is known for championing and protecting the rights of vulnerable individuals.  

Sarah regularly conducts and leads on her own advocacy, including mediations. Her work covers the full breadth of contentious wills, trusts, estates, capacity, and financial abuse matters, both on and offshore. Sarah’s focus is on providing clear, accessible, and tailored advice, steering her clients towards sensible and practical outcomes.

Sarah is a Director and Solicitor with Talbots Law, having most recently worked as Partner and Head of Department (Will, Trust, and Estate Disputes) at Culver Law. Prior to this, Sarah had senior roles at Irwin Mitchell and Freeths, as well as experience practising offshore in the British Virgin Islands with Harney Wetwood & Riegels LP.