Administration of a Donor's or Patient's affairs

You may have readily agreed to be an Attorney for an elderly relative or friend when asked, probably reassuring yourself that it would never be necessary to use the Enduring Power of Attorney or Lasting Power of Attorney, or you may have agreed to be appointed as Deputy for such a person as there is an obvious need for someone to help them and no other person able or willing to help. Your appointment has been confirmed by the Office of the Public Guardian (OPG) or Court of Protection, what next?  

We recognise that being an Attorney or Deputy can be an onerous responsibility.  One of the duties of an Attorney and a Deputy is to keep financial accounts for the Donor/P. If you are an Attorney or Deputy it is also a requirement to keep the Donor's/P's money and property separate from your own.

Our team can assist Attorneys and Deputies with these duties by preparing accounts on their behalf as well as liaising with other professionals involved, such as investment managers and bankers.  We can also prepare the Donor's/P's annual income tax return.

For more information about how we can assist with the management of the Donor's/P's affairs please contact us or visit the links below for further details.

Deputyships
Powers of Attorney

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