Did you Register an Enduring or Lasting Power of Attorney with the Office of the Public Guardian (OPG) between 1 April 2013 and 31 March 2017?

If you registered a Lasting Power of Attorney or Enduring Power of Attorney with the Office of the Public Guardian (OPG) between 1 April 2013 and 31 March 2017, you may be eligible to a partial refund of the registration fee paid from the OPG.  The amount of the refund will depend upon when the application to register was submitted to the OPG, but you will also receive 0.5% interest.

The claim must be made by the 31st January 2021.  Further information is available at www.gov.uk/power-of-attorney-refund or by telephoning 0300 456 0300 (option 6).

If you have not made a Lasting Power of Attorney then we strongly recommend you do so.  LPAs are documents that give the legal authority to those we trust to assist and support us in dealing with our affairs should we require help in the future.

There are two types of LPA, the Property and Financial document and the Health and Welfare document. The former covers decisions about financial matters for example managing your bank accounts, investments, paying bills and collecting your benefits and pension. The Health and Welfare document covers decisions relating to healthcare, living arrangements and life sustaining treatment.

If you do not have an LPA in place and you become unable to manage your affairs due to a loss of mental capacity, the Court procedure to appoint someone to take charge of your financial affairs, called a Deputy, is lengthy and expensive. In addition, you have lost the opportunity to choose for yourself who should act for you and it is unlikely that a Health and Welfare Deputy Order would be made.

Please contact a member of the Private Client Team at our Tadley or Reading offices if you require any assistance in claiming the refund of registration fee or to discuss the making of an LPA.