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  1. This week we will be processing the following: Inventory of estates and management plans received on 23 September 2020 Simplified accounts received around 4 August 2020 Full accounts received 17 August 2020 Final accounts received 9 June 2020 Professional Guardianship Scheme accounts received 9 November 2020 Please note that the incorrect processing dates were provided in last week’s news item (2 November). We are sorry for this error and any inconvenience it may have caused
  2. This week we will be processing the following: Inventory of estates and management plans received on 17 September 2020 Simplified accounts received around 22 July 2020 Full accounts received 29 July 2020 Final accounts received 1 June 2020 Professional Guardianship Scheme accounts received 6 November 2020 Please note that the incorrect processing dates were provided in last week’s news item (2 November). We are sorry for this error and any inconvenience it may have caused. We
  3. complete all income and expenditure details in the form. We do not accept: partially completed, /final account (if you use a client ledger copies of this can be included with the bank statements, support the information you have provided in sections 1, 2, 3 and 5 of the form. Rates will be set, in order to meet specific insurance policy criteria you must ensure that you are using an insurance company that is offering the best possible terms for the adult i.e. checks at appropriate intervals. We
  4. where the adult's only income is made up of DWP benefit payments. In such cases DWP appointeeship, manage their own affairs because they’re mentally incapable or severely disabled. Only 1 appointee, can be: an individual, e.g. a friend or relative, or an organisation or representative, to you) in the claimant’s best interests tell the benefit office if you stop being the appointee e.g. the claimant can now manage their own affairs Further information on DWP Appointeeship can
  5. . This applies to and includes where civil legal aid was awarded to help with the costs of a guardianship or intervention order. The application form must be accompanied and submitted along with appropriate, for a guardianship or intervention order, may apply in advance for exemption from paying the Public, to the court application. The changes are summarised below: For guardianship / intervention orders, tested benefits is entitled to claim a fee exemption £16,000 income threshold no longer applies
  6. Search Schedule 5 – Living expenses; care costs, utilities, toiletries, holidays etc. Tell us about all the expenditure / costs incurred in looking after the adult You will need to provide receipts for all purchases over £200 You must send evidence along with the completed account
  7. plan The management plan lets you tell us how you intend to manage, of the due by date. If you prefer, you can send the management plan along with the inventory of estate. The information that you provide will allow the Public Guardian to supervise your appointment. You, to: investigating the extent of the adult's estate; and making any payments that are necessary to provide, no power to dispense with the management plan. What information is needed? A video is available
  8. notice which clearly states what your intentions are and what you wish to cancel / revoke. Please, medical practitioner They must interview you to ensure that you understand what you are doing, , that is if they are to act as a continuing attorney When we have this information we will update our records and issue, that was previously registered with us, it must include both a certificate of capacity (schedule 1
  9. receipts / invoices for purchases of individual items over the value of £200 award letters from, . When you send the account form to us you will need to enclose supporting information for the account
  10. . It will always begin with PG/ Full name of the granter/adult or attorney/withdrawer/intervener/guardian Previous postal address including postcode Details of the new postal address including postcode Please complete our form to inform of a change of address. Alternatively you can notify us by email. However, please ensure you provide all the necessary information detailed above. When we