Instructions Examples of Preferences

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Preferences are what you’d like all your attorneys to think about when they make decisions for you. Your attorneys don’t have to follow them but should bear them in mind.

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If you write any preferences, avoid words such as ‘must’ and ‘shall’. Instead use words such as ‘prefer’ and ‘would like’, so it’s clear that you’re giving your attorneys advice. If your attorneys must do something, include it in your instructions.

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Health and Welfare LPA examples of preferences you might write:

 

I prefer to live within five miles of my sister. I’d like to be prescribed generic medicines where they are available.

 

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.

 

 

Property and Financial Affairs LPA example of preferences you might write:

 

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 Age UK.

 

Instructions Examples of instructions

 

Here are some examples of instructions you might write in a health and care 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.

 

 

Property and financial affairs LPA Here are some examples of instructions you might write in a financial 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 continue to donate to charities that I have supported or for which I have set up standing order payments.

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My attorneys must send annual accounts to my brothers and sisters.

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