Deputyship

At Forbes Solicitors, we understand that being appointed as a deputy can be a daunting and overwhelming experience.

More about Deputyship

That's why our team of specialist deputyship solicitors are here to provide you with the expert legal advice and support you need to fulfil your responsibilities as a deputy. Our lawyers can help you to manage your loved one's finances and make important decisions about their welfare. Our experienced deputyship solicitors have a wealth of experience in creating and managing personal injury trusts, and we can provide you with the support you need to manage your loved one's financial affairs.

What is a Deputyship?

What is a Deputyship?

A deputyship is a legal arrangement in which a person (known as a deputy) is appointed by the Court of Protection to make decisions and manage the affairs of someone who lacks the mental capacity to do so themselves.

There are many reasons why someone might not be able to manage their own financial affairs or make informed choices about their health and welfare. They might suffer from a degenerative condition or have physical or mental illnesses which affect their ability to make these important decisions.

In these cases, it might be necessary to appoint a Deputy, who will be responsible for making decisions on behalf of the individual when it comes to things like their finances, property and issues regarding health and welfare. It is usually a close friend or family member who applies to become a Deputy, but it can also be a professional. Deputyships require an application being made to the Court of Protection; each case is reviewed by a specialist judge. A court order makes the Deputyship legally binding and enables the necessary decisions to be made on behalf of the vulnerable person.

What is a deputyship?

What is a deputyship?

A deputyship is where a person (known as a Deputy) is appointed to make decisions on behalf of someone who does not have the mental capacity to manage their own property and financial affairs or health and welfare decisions. A court order is required for a Deputy to act.

The Court of Protection deputyship needs to be applied for in the specific areas that decisions need to be made, as there are different types, depending on the circumstances. Deputyships are applied for when the individual has been assessed as not being capable of making specific types of decisions.

Types of deputyship

There are currently two forms of Court of Protection deputyships. These are:

Deputyship for property and financial affairs, which is sometimes called the Deputyship for finances. This will enable the Deputy to make important decisions concerning the vulnerable person's finances or property e.g. selling a property that is no longer needed to help pay for the individual's care or accessing state benefits on their behalf.

Deputyship for personal welfare, often referred to as the deputyship for health and welfare. The types of decisions that might need to be made with a health and welfare deputyship are things such as the types of healthcare the individual should receive and where they should live, especially if they need to move into assisted or care accommodation.

Deputyship application process

Deputyship application process

To become someone's deputy, you firstly need to meet the eligibility criteria. This means you:

Must be over the age of 18 Must have the skills to make financial decisions for someone else if applying to be a property and financial affairs deputy A Deputy is usually, but not always, a relative or close friend of the person who lacks capacity. If it is appropriate, the Court of Protection may appoint a professional as Deputy, such as solicitors, accountants or local authority representatives.

If you are eligible and willing to become an individual or joint-Deputy for someone who needs help with making decisions, you will need to apply to the Court of Protection, who will assess the application and then make a decision on the appointment.

The deputyship application timescales can vary, depending on the circumstances, but the process usually takes approximately six months.

How we can help with a court of protection deputyship

How we can help with a court of protection deputyship

Forbes Solicitors can help with every aspect of becoming a Deputy. Whether that is assistance with the application process or deputyship guidance when it comes to making decisions in the individual's best interests. With a Court of Protection health and welfare deputyship, we can offer the benefit of our experience when it comes to helping you manage the personal welfare needs of the individual.

Making decisions on someone else's behalf can be very difficult and some people find it quite stressful especially at first. Our team of experienced and compassionate solicitors can provide the expert advice that you need, along with practical advice on things such as:

Paying for care Accessing state benefits if applicable Making an application for a statutory Will Making decisions about accommodation and healthcare Submitting deputyship reports (due annually) to the Office of the Public Guardian If you're considering applying for a deputyship and want to find out more about the process or want assistance with your application, get in touch with our team by calling 0800 975 2463.

Recognition for our work

Our dedicated Wills, Probate, Tax & Trusts team

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Partner, Wills, Probate, Tax & Trusts

Jane Burbidge

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Partner, Wills, Probate, Tax & Trusts

Victoria Motley

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Senior Associate, Wills, Probate, Tax & Trusts

Elizabeth Whitaker

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Associate, Wills, Probate, Tax & Trusts

Rebecca Rushworth

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