How to get touch with us over the festive period

Our offices will be closed on 25 and 26 December, and 1 January with no access via telephone or email on these days. On 23, 24 and 27 December you will be able to reach us via telephone, email and our live chat but our offices will be closed to the public. All other dates we are open as usual. 

Complete the form below to ask us a question or make an enquiry. We’ll get back to you via phone or email as soon as possible.

Insights

What is a Deputyship Order and When Do You Need One?

Posted on 12th December 2023 in Probate & Wills, Later Life Planning

Posted by

Jessica Nowell

Paralegal
What is a Deputyship Order and When Do You Need One?

Deputyship is a legal term that refers to the appointment of a person (called a deputy) to make decisions on behalf of another person who lacks the mental capacity to do so.

Where someone lacks mental capacity and has not appointed an attorney to manage their affairs then a deputyship Order can be obtained. A deputyship Order can be made for property and financial affairs and/or health and welfare.

Power or Attorney vs Deputyship?

We have all probably heard of Power of Attorney and more particularly Lasting Powers of Attorney. These documents allow you to choose a person(s) to deal with your property and financial affairs and/or health and welfare if, in the future, you were to become unable to do this yourself for many reasons including mental incapacity. Such a document allows you to choose who you would like to appoint to help you in the future. The courts can appoint a Deputy after someone has lost their mental capacity.

Two types of deputyship orders

There are two types of deputyship orders in the UK, these are:

Property and Financial Order – This order makes decisions about the persons property and finances, this involves paying bills and selling property.

Health and Welfare Order – This order make decisions about the persons care and medical treatment.

Who can be a Deputy?

A deputy can be a close family member, friend or a professional, such as a solicitor to act as the person’s deputy. A deputy, must always act in a person’s best interests, making decisions carefully and with as much knowledge as possible.

How to apply to become a Deputy?

To become a deputy, you must submit an application to the Court of Protection. The application involves detailed information about the person you wish to become deputy for.

The Court of Protection will issue an Order, which sets out who the Deputy is and their role. The Deputy will then be able to manage the affairs on behalf of the person who lacks capacity.

Who is the Court of Protection and what do they do?

The Court of Protection is a legal court. They deal with matters regarding vulnerable people who are unable to make decisions independently. The Court of Protection (known as COP) aim to do the best for the vulnerable person by protecting their rights and welfare. They have the power to make decisions on property and finance and health and welfare. The Court allows powers to be passed to another party, who wish to be appointed, known as the Deputy.

What happens if a Deputy is not acting in the best interest of the person who lacks mental capacity?

The Court of Protection can remove a Deputy or change the authority to make decisions if they are not acting in the best interests of the person who lacks capacity, acting outside of their powers or, the Deputy is incapable of acting.

Who is the Office of the Public Guardian and what do they do?

The Office of the Public Guardian also known as the OPG, supervises deputies. The supervision of the OPG requires the Deputy to send annual financial accounts. This enables the OPG to assess all financial decisions and transactions carried out by the Deputy on an annual basis.

If you have any queries or would like our help

We can assist you, to help with the application and guide you through the process. Alternatively, you can appoint Tozers Trust Corporation Limited to act as Deputy on behalf of the person who has lost mental capacity. If this is something you would like more information on, please contact us.

Contact our legal experts

Company & Industry

Related Insights

Insights

Budget Watch: Key Inheritance Tax changes for Park owners

Posted on 31st October 2024 in Parks, Probate & Wills, Later Life Planning

Speculation has been rife about the changes the Chancellor might introduce in the Autumn Budget, and expectations were high for significant adjustments to Inheritance Tax for park owners. The key changes for holiday and residential park owners include the reduction of protection from Inheritance Tax provided by Business Relief and Agricultural Relief, the inclusion of inherited pensions and death benefits payable. Our Head of the Wealth Management Team, Gráinne Staunton provides a summary of the key changes you need to be aware of.

Posted by

Gráinne Staunton

Partner & Solicitor
Insights

Budget-Watch: Changes to Inheritance Tax announced

Posted on 30th October 2024 in Probate & Wills, Later Life Planning

The Autumn Budget on 30th October 2024 outlined a number of key changes to how Inheritance Tax will be calculated including changes on Business Relief and Agricultural Relief, inherited pensions and changes to the non-dom tax regime. Read our summary of the latest changes below.

Posted by

Gráinne Staunton

Partner & Solicitor