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Court of Protection


What does a deputy do?

deputy has several duties which can include:

  • Purchasing a property and adapting it to meet the client’s needs

  • Purchase of an adapted vehicle or equipment

  • Claiming benefits due to the client and liaising with the Department of Work & Pensions

  • Employing a case manager to oversee the client's care team and checking through carers’ contracts as well as putting employer’s liability insurance in place

  • Arranging payment of various invoices as well as holidays for the client with their carer

  • Preparing a statutory Will (for those over the age of 18)

  • Completing annual accounts and submitting them to the Office of the Public Guardian

  • Completion of tax returns

  • Keeping client's property secure and in a reasonable state of repair as well as adequately insured

  • Taking financial advice on the investment of client’s finances through an independent financial advisor

  • Making sure client’s money is being best used to give them the best possible quality of life

How can Boyes Turner help?

Acting as a deputy is a responsible position with considerable paperwork. We get to know our clients well, visiting them at home and getting to know their families. 

All decisions are always made in a client’s best interests, leaving the family free to concentrate on the care of their family member and not be burdened by paperwork. 

We also understand the emotional and practical implications in acting for a person who lacks mental capacity and the impact this can have on families. By appointing us as a deputy the family will have peace of mind in the knowledge that their family member is well supported and all financial paperwork is in order

The application for deputyship

The application for deputyship includes the actual application form to the court, a statement of the client’s assets and income, a medical certificate regarding the capacity of the client and a deputy’s declaration. These will need to be fully completed and returned to the Court of Protection with the commencement fee. In certain circumstances the fee can be waived if it can be shown that the fee would cause hardship. Even though the forms are lengthy, once the deputy is set up and in place it will provide the best possible protection for the client

Completion of annual accounts

Deputies are required to complete an annual account each year and submit it to the Office of the Public Guardian (OPG). This account details the financial transactions that have taken place over the last year and the OPG quite often asks for them to be supported by a copy of the deputyship bank statements and may require copies of receipts. Our Court of Protection service regularly deal with completion of such accounts and ensure that they are submitted in good time. 

For any further questions get in touch with the team on 0800 884 0722 or email us at

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Ruth Meyer, Court of Protection Solicitor Ruth Meyer Partner

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Contact our expert Court of Protection service confidentially and without any commitment