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Rayner my parade! The importance of specialist advice.
Jemma Brimblecombe
Now you have an idea of the full scope of your role as deputy, here are a few cautionary comments based on our years of experience of working within the field of Court of Protection.
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.
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.
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.)
Jemma Brimblecombe
Charles Richardson
Oliver Oldman
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