Guardianship Forms & Guidance Notes
What is Guardianship Order
Text Format
Audio Format
General Guidance Notes for Financial Guardians
Text Format
Audio Format
Ownership of Material
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Title of Publication & Role of Financial Guardian
Who Can Apply?
Can more than one Guardian be appointed?
Duration of the appointment
Supervision
Role of the Public Guardian
Fees Order
Bonds of Caution
Supervising the Guardian
Fees due to the Public Guardian
Contacting interested parties
Principles of the Act
Keeping Records
Intimation of Changes of Circumstances
Code Of Practice & Contacting OPG
Availability of Publications in other Formats
Guidance Notes for Inventory of Estate
Text Format
Audio Format
Guidance Notes for Management Plan
Audio Format
Ownership of Material
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Title & Responsibilities of the Financial Guardian
What is the Management Plan?
Principles of the Act
Code of Practice
Preparing the Management Plan
Financial Advice
Who Should be Consulted?
Personal Needs of the Adult
What Other Information is Required?
Tax Planning
Making Gifts on an Adult's Behalf
Lodging the Management Plan
Fees
Keeping Records
Contacting the OPG
Guidance Notes for Consent to Purchase or Sell Accommodation
Guidance Notes to Make a Gift Application
Audio Format
Guidance Notes to Recall Financial Guardianship Order
Audio Format
Ownership of Material![]()
Title and Intro - What does Recall mean?
Why would Financial Powers be Recalled?
Grounds for Appointment are no longer Fulfilled
Adult's Interests can be Safeguarded another way
Who can Apply to Recall Powers?
How the need for Recall may be Identified
Fees
Can the Public Guardian Recall Financial Powers?
How to make an Application
What happens once Application is Submitted?
What happens if someone Objects to the application?
What happens if there are No Objections?
Contacting OPG
