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Post by wiseclerk on Jul 6, 2016 9:00:59 GMT
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ianb
Posts: 161
Likes: 54
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Post by ianb on Jul 6, 2016 14:46:13 GMT
Just to say I went thru this on behalf of my mother who passed away last year, who i managed accounts for to pay care home bills (q successfully). I had a PoA and full access, with accounts at FC,Z,RS & AC. Some were more helpful than others and i'm sure things have changed since then. The one thing i'd say assuming someone has access is to get in and manage the account as much as you can before notifying the platform as they will likely block it. If anyone unfortunately has to go thru this feel free to pm me.
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jo
Member of DD Central
Posts: 727
Likes: 492
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Post by jo on Jul 12, 2016 10:08:07 GMT
Just to say I went thru this on behalf of my mother who passed away last year, who i managed accounts for to pay care home bills (q successfully). I had a PoA and full access, with accounts at FC,Z,RS & AC. Some were more helpful than others and i'm sure things have changed since then. The one thing i'd say assuming someone has access is to get in and manage the account as much as you can before notifying the platform as they will likely block it. If anyone unfortunately has to go thru this feel free to pm me. I'm in exactly the same position. Possession being nine parts etc, I fully intend to replicate your actions: sell first, advise later. I don't intend to enrich lawyers because of a senseless 'law'.
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