Appointing a Lay Deputy
For individuals whose financial situation is straightforward it may be appropriate for a family member to be appointed as deputy. In these cases we are able to assist with the application through the Court to obtain the necessary order.
Appointing a deputy can be a lengthy and complicated process as the Court of Protection needs to be sure that the individual does indeed lack capacity and that there are no issues with the proposed deputy being appointed. Our Court of Protection Deputy team can ensure that this application process is dealt with smoothly and the correct order obtained.
Specific Applications to the Court
The powers of a deputy are limited and some decisions need to be made by the Court of Protection.
In these circumstances, a detailed application has to be made to the Court of Protection to allow them to make a decision.
Examples of situations where a specific application may be needed are:
- Purchasing or selling a property if this is restricted by the order
- Giving gifts outside of the scope of the order
- Exceeding a spending limit set by the court
- Making a statutory will (link to specific page)
- Making a decision relating to the person’s health and welfare where there are disagreements about what is in their best interests (for example on issues such as where they should live and who they should have contact with)
- Any other situation where a decision is outside of the authority of the deputy, or the deputy feels that the decisions is of such importance that it should be made by the Court of Protection.
There may be other situations where an application to the Court is necessary and if you have any concerns about the decisions you are making as deputy you should contact a specialist Court of Protection solicitor urgently.
For advice about understanding your deputy order, or whether an application is required please contact our team of expert Court of Protection lawyers on 02920 391031.
Acting as deputy
Once you are appointed as deputy, our team are also able to provide specialist advice and assistance as to the obligations imposed on a deputy, to include:
- Providing professional advice and assistance in running deputyships
- Assisting with annual returns to the Office of the Public Guardian
- Assisting with tax returns
- Applications to the Court of Protection for statutory wills (link to stat wills page), gifts, property purchases, gratuitous care payments and change of deputy to include retrospective applications
- Applications to the Court Fund Office for the payment of funds and closure of the account
- Arranging investment advice.
If you have any queries about acting as a deputy and your obligations and responsibilities please contact our team of specialist Court of Protection lawyers on 02920 391031.