Ban for Co-op estate planner over LPA dishonesty


Co-op Legal Services: Dismissed consultant for gross misconduct

An estate planning consultant at Co-operative Legal Services (CLS) who falsely confirmed that he had witnessed the signatures on a lasting power of attorney (LPA) has been banned from the profession.

Ian Heslop accepted that he had acted dishonestly in a regulatory settlement agreement with the Solicitors Regulation Authority (SRA).

Under section 43 of the Solicitors Act 1974, he cannot now work for a regulated law firm without the SRA’s permission.

An SRA notice said he was a consultant who worked for CLS under the supervision of a solicitor.

In October 2024, clients instructed CLS to draft an LPA. CLS sent the draft to the donor and two attorneys for them to review and sign, and Mr Heslop subsequently falsely signed the LPA as having witnessed the signatures. This rendered it invalid.

Mr Heslop admitted what he had done to CLS and in January 2025 was dismissed for gross misconduct.

In the agreement with the SRA, he accepted that his dishonest conduct made it undesirable for him to be involved in a legal practice and that a section 43 order should be made.

In mitigation, he said he thought that, by signing the LPA, he was acting in the best interests of the donor for their needs and circumstances. But he now recognised that he should have made arrangements for the LPA to be properly witnessed.

He had also shown “insight and remorse” and acknowledged the distress his actions had caused, the SRA noted.




Leave a Comment

By clicking Submit you consent to Legal Futures storing your personal data and confirm you have read our Privacy Policy and section 5 of our Terms & Conditions which deals with user-generated content. All comments will be moderated before posting.

Required fields are marked *
Email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Blog


Amplifying reach through employee-driven thought leadership

Nine in 10 executives believe thought leadership is critical to building authority, yet only a quarter feel they have implemented a robust strategy.


Divorce escrow: asset sales before final settlement

When significant matrimonial assets are sold before a final financial order is agreed, holding the proceeds safely and neutrally can present real practical challenges.


AML lacks clarity – and standards are suffering

If firms are buckling under the pressure of AML regulations, subject to ever-increasing fines, then something is clearly not working as it should be.


Loading animation