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Rayner my parade! The importance of specialist advice.
Jemma Brimblecombe
If P owns a property, there are a number of additional factors to consider and matters that may arise throughout the management of the deputyship.
In additional to the initial set up tasks and ongoing annual requirements, a deputy may want to consider the bigger picture to ensure P’s ‘estate’ (essentially everything that they legally own; including cash, property, land, investments etc.)
Your application to be a deputy is successful and you have now received the final Order from the Court of Protection (“COP”) appointing you as such. You have/have been provided with a catalogue of documents and financial paperwork; or you may have been provided with nothing at all. You may have already been contacted by various organisations asking for information, or even payment for services. One of the first questions that I am sure may be crossing your mind - where do I start?
Firstly, I must point out that there are two types of deputyship. The distinction between them is important as there are clear rules as to the decisions that can be made under each.
So, you have made the decision to take on the role of deputy for a loved one, friend or even a neighbour, and it’s not a role to be taken lightly. Though it may seem daunting at first, the process can be made less fear inducing by ensuring you follow some simple procedural and practical steps. This series will look to set out the different steps that must be followed and what you can and should do in each one. If you still have any concerns then advice can always be sought from professionals.
Jemma Brimblecombe
Charles Richardson
Oliver Oldman
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