Guidance

Getting started as an attorney: property and financial affairs

What to do first if you're acting for someone under a lasting power of attorney for financial decisions.

From:
Office of the Public Guardian
Published
14 May 2015
Last updated
6 August 2024 — See all updates

Applies to England and Wales

Documents

LP11 Getting started as an attorney: property and financial affairs (web version)

HTML

LP11 Getting started as an attorney: property and financial affairs (print version)

PDF, 149 KB, 6 pages

This file may not be suitable for users of assistive technology.

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email customerservices@publicguardian.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

LP11 Getting started as an attorney: property and financial affairs (large print)

PDF, 152 KB, 7 pages

This file may not be suitable for users of assistive technology.

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If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email customerservices@publicguardian.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Guidance for people wanting to manage a bank account for someone else

PDF, 172 KB, 9 pages

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If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email customerservices@publicguardian.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

If someone chooses you to make decisions for them in case they lose mental capacity, find out more about your duties and how you can prepare.

These leaflets include practical advice such as:

  • understanding how the person prefers to spend and save
  • helping them to make decisions
  • involving friends and family
  • dealing with banks and other companies

For an overview of your duties, read the guidance on acting as an attorney.

The Mental Capacity Act Code of Practice has more on the legal background to what you can and can’t do as an attorney.

Alternative formats

You can email customerservices@publicguardian.gov.uk to get a document in large print. Please include your address.

Updates to this page

Published 14 May 2015
Last updated 6 August 2024 + show all updates

  1. Alzheimer's Society phone number updated.

  2. Updated the new Court of Protection fee (£385, down from £400)

  3. Added translation

  4. Added the British Bankers' Association guidance for people wanting to manage a bank account for someone else

  5. Added translation

  6. Addition of a large print version of the document LP11 and a Welsh translation of the page

  7. First published.

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