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Private Client Law Blog

24 October 2023

Lay deputy blog series: I am a deputy - where do I start? The Gifting guide

It is not unreasonable for gifts to be made to those close to the Protected Party ("P") during their life time and this can be in a number of ways, whether this be customary, practical or just a one-off gesture. 

Lauren Eyre

18 October 2023

Lay deputy blog series: I am a deputy - where do I start? Buying and selling property

Buying and selling property is one of the biggest tasks a deputy may be faced with whilst managing the Protected Party’s (‘P’) affairs. The selling of a property may be the only way to access funds that are so desperately needed to pay for P’s ongoing expenses. P may be downsizing and both the sale and purchase of a property may be required. P may need to purchase a more suitable property for their needs as their condition evolves. The property may not only be for P but for partners, children, other family members, carer’s and those involved in P’s daily lives.

Lauren Eyre

10 October 2023

Lay deputy blog series: I am a deputy - where do I start? Potential pitfalls

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.

Lauren Eyre

5 October 2023

Lay deputy blog series: I am a deputy - where do I start? Looking to the future

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.)

Lauren Eyre

26 September 2023

Lay deputy blog series: I am a deputy - where do I start? First steps

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?

Lauren Eyre

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