Being someone’s deputy means managing things like their finances, property and personal welfare if they can’t do it themselves. Our deputyship package helps you cover all the important parts of being a deputy so you have peace of mind that you haven’t missed anything.
What Is Our Deputyship Package?
Our deputyship support package is a step-by-step guide that helps you understand what your duties and responsibilities are as a deputy. You’ll get legal and practical advice from our expert team on how to make important decisions on behalf of the person you’re looking after.
Step 1 – You’ll get a pack with information on:
- Health and welfare
- Property and finance (including jointly owned property)
- Decision making guidance
- Tax planning
- Deputies and Statutory Wills
- The Statutory Will process
- A checklist to ensure everything is covered.
Step 2 – We’ll then send you a questionnaire to help us understand any issues or concerns you have. We'll use the answers you give in your questionnaire to give you tailored advice on your situation.
Step 3 – After we receive your questionnaire, we’ll arrange a face-to-face chat to discuss your role, answer any questions and decide on the next steps. This is all available for a fixed fee of £500+VAT.
Step 4 (optional) – If you wish, we can put you in touch with our specialists to help you manage the finances of the person you’re responsible for. They can help you get the right information and recommend the best course of action going forward.
To get started with this pack, call us on 0370 1500 100 or contact us online.
Why Do I Need A Deputyship Package?
As a deputy, you’ll need to send an annual report to the Office of Public Guardian (OPG) to explain the decisions you’ve made on behalf of the person you’re responsible for.
Our pack offers detailed information on what you need to do and how to go about making important decisions. It’s especially useful if you have inheritance tax liabilities, health problems or complex financial affairs like companies or overseas assets.
With tailored legal advice and guidance, we’ll make sure you feel comfortable managing your role effectively.
How Can Irwin Mitchell Help?
Our team can advise you on how to carry out your deputyship without missing anything and support you with a range of issues that could arise like filing your annual report to the OPG.
You may find you need advice in other areas too, like conveyancing if you need to sell property or how to deal with complex tax and accountancy issues. As a full service law firm we have experienced solicitors who’ll give you advice in plain English that’s tailored to your situation.
We have offices across the UK, so no matter where you’re based we can help. We’ll make sure our package meets your needs and the needs of your loved one. Contact us today on 0370 1500 100 to talk to a specialist advisor and find out more.
More Later Life Packages
We also have fixed-fee packages to help you with: