The Duties of a Deputy
Your duties as a Deputy would include:
- Making an application to the Court of Protection to become a Deputy and/or Joint Deputies
- Managing the employment, contracts and payroll for any carers
- Day to day money management, budgeting and tax returns
- Managing any funds alongside a financial advisor to ensure the best return on any investments.
- Completion of the annual accounts which need to be submitted to the Office of the Public Guardian
- Managing any adaptations to the home for the incapacitated person. This may include managing the sale of their current home and the purchase of something more suitable.
- Making an application for a Statutory Will for the incapacitated person
We have experts in our business who are helping deputies in various ways, including the management of their accounts. We can manage as much or as little as you need us to do.
We know that circumstances changes over time and that the task of being someone’s Deputy may start to become more onerous. Our Court of Protection team are here to help. If you’re an existing Deputy wishing to pass your duties over to an experienced Professional Deputy then please get in touch. An application will need to be made to the Court for the transfer to take place but we can handle all of that for you.