Acting as a Professional Deputy for Property & Financial Affairs - Practice & Procedure

Introduction

Many firms will act as appointed deputy or attorney for people that are unable to make decisions regarding their property and financial affairs.

However, this area of law is fraught with pitfalls, and it is imperative that all practitioners are aware of the guidance, standards, rules, and regulations in this area in respect of how the affairs should be managed, what information should be retained, and what is within the scope of their authority.

This webinar will cover the routine practice and procedure for a deputy managing the property and financial affairs of ‘P’.

It will provide private client practitioners with practical management tips as well as up-to-date case law and advice on how to prepare your file for costing and billing.

What You Will Learn

This webinar will cover the following:

• A reminder of the rules in the Court of Protection, including the new OPG and professional deputy standards
• Day-to-day management - what should you be looking out for?
• How to prepare your file for costing and billing at the SCCO
• Up to date case law

This pre-recorded webinar will be available to view from Monday 20th July 2026

Alternatively, you can gain access to this webinar and 2,101 others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.