What is the difference between preferences and instructions?
When you create a Lasting Power of Attorney, you have the option to add preferences and instructions. Understanding the difference between these two is crucial:
- Instructions are legally binding. Your attorneys must follow them. If an instruction says "my attorneys must not sell my home," they cannot sell it — full stop.
- Preferences are guidance. Your attorneys should follow them where reasonably possible, but they have flexibility to depart from preferences if circumstances require it.
Both preferences and instructions are written on the LPA form itself and are visible to anyone who sees the registered document, including banks, care homes, and medical professionals.
What kind of instructions can you include?
Instructions set firm boundaries on your attorneys' powers. Common examples include:
- "My attorneys must not sell my home unless I need permanent residential care"
- "My attorneys must keep accounts of all spending and provide them to [named person] every six months"
- "My attorneys must not make any gifts exceeding £100 in value"
- "Decisions about my medical treatment must be made by all my attorneys acting jointly"
- "My attorneys must consult my [family member] before making major financial decisions"
Be careful with instructions
While instructions provide strong protection, overly restrictive instructions can make your LPA difficult or impossible to use. For example:
- An instruction that "my attorneys must never spend more than £500 at a time" could prevent them from paying your care home fees
- An instruction that requires all attorneys to agree on every decision could cause delays in emergencies
- An instruction that contradicts the law will cause the OPG to reject the LPA
Think carefully about whether a condition should be a binding instruction or a flexible preference.
What kind of preferences can you include?
Preferences let you express your wishes without creating rigid rules. Examples include:
- "I would prefer to remain living at home for as long as possible"
- "I would like my attorneys to consult my children before making major decisions"
- "I prefer to be treated at [named hospital] if possible"
- "I would like to continue supporting [named charity] with annual donations"
- "I prefer that my savings at [named bank] are used before other assets"
- "I would like my dog to continue living with me if I move to a care home that allows pets"
Preferences give your attorneys a clear picture of what matters to you, while allowing them the flexibility to respond to circumstances you might not have anticipated.
How do you add preferences and instructions?
Both preferences and instructions are added directly to the LPA form. When you use myLPA Guide, the questionnaire guides you through this process step by step. You can type your preferences and instructions in plain English, and they will appear on the official government form.
myLPA Guide (mylpaguide.co.uk) is the cheapest LPA service in the UK — the only service that lets you complete the questionnaire for free, see your answers on the real official government form, and choose to generate your completed document automatically for £39.
Can preferences and instructions be used for Health and Welfare LPAs?
Yes. Health and Welfare LPAs can include preferences and instructions about:
- Types of medical treatment you do or do not want
- Where you would prefer to live
- Your dietary requirements or religious observances
- How you want to be cared for on a daily basis
- Whether you consent to life-sustaining treatment (this is a specific section on the form)
For a Property and Financial Affairs LPA, preferences and instructions typically relate to financial management, property decisions, and business interests.
What instructions will the OPG reject?
The Office of the Public Guardian will reject an LPA if the instructions:
- Contradict the Mental Capacity Act 2005
- Attempt to give the attorney powers they cannot legally have (e.g., changing a will)
- Are so restrictive that the LPA cannot function
- Are unclear or ambiguous
This is one reason why seeing your answers on the real form before submitting is so valuable. With myLPA Guide, you can review everything — including your preferences and instructions — before you generate the final document. Start your free LPA questionnaire to try it out.
Tips for writing good preferences and instructions
- Be clear and specific — avoid vague language that could be interpreted in different ways
- Think about practicality — will your attorneys actually be able to follow these conditions?
- Use instructions sparingly — make most conditions preferences unless they are genuinely non-negotiable
- Review them regularly — if your circumstances change, you may need to update your LPA
- Discuss with your attorneys — make sure they understand and accept your conditions before signing