Property & Financial LPA

As a property and financial affairs attorney, you make, or help the donor make, decisions about things relating to their property & financial investments.

This might include decisions on:

  • Money, tax and bills
  • Bank and building society accounts
  • Property and investments
  • Pensions and benefits
  • You can use the donor’s money to look after their home and buy anything they need day to day (for example, food).

Single Client
Property & Affairs

£199.00

+VAT

Includes ASP Wills
submitting to the court

Single Client
Property & Affairs and Health & Welfare

£398.00

+VAT

Includes ASP Wills
submitting to the court

Two Mirror
Property & Affairs
plus Health & Welfare

£796.00

+VAT

Includes ASP Wills
submitting to the court

Spending money on gifts or donations

You must apply to the Court of Protection for any other type of gift or donation, even if the donor has given them before.

These include:

  • Paying someone’s school or university fees.
  • Letting someone live in the donor’s property without paying market rent (anything they pay below market rent counts as a gift) interest-free loans.
  • You must check that the donor can afford the gift or donation, even if they’ve spent money on these types of things before. For example, you can’t donate their money if that would mean they couldn’t afford their care costs.

Unless the LPA states otherwise, you can spend money on:

  • Gifts to a donor’s friend, family member or acquaintance on occasions when you would normally give gifts (such as birthdays or anniversaries).
  • Donations to a charity that the donor wouldn’t object to,
    for example a charity they’ve donated to before.