Are you entitled to a refund for registering your Power of Attorney?

Last week the government introduced a new scheme which will enable nearly 2 million people to claim for a refund on their registration fee for their Power of Attorney arrangements.

Until April 2017, The Office of the Public Guardian charged £110 to set up an LPA or EPA. It then cut the fee to £82. Those who paid the higher fee of £110 are now entitled to the partial refund plus interest.

This applies to Lasting Powers of Attorney (LPA) and Enduring Powers of Attorney (EPA) made in England and Wales.

How much can I claim?

The exact amount of the refund you will receive depends on when you paid the fees. You will also be entitled to 0.5% of the interest. If you paid a reduced fee you will receive a reduced refund.

When you paid the fee Refund for each power of attorney
April to September 2013 £54
October 2013 to March 2014 £34
April 2014 to March 2015 £37
April 2015 to March 2016 £38
April 2016 to March 2017 £45

How can I claim for a refund?

If you have the donor’s UK bank account number and sort code, you can place a claim online which will take about 10 minutes.

If the donor doesn’t have a UK bank account, the donor has died, or you are a court-appointed deputy – you will need to claim by telephone. You can also claim by phone if you are unable to access a computer.

To claim a refund online, click here. If you need to speak to the Refunds Helpline, their telephone number is 0300 456 0300 (available Monday, Tuesday, Thursday, Friday 9am to 5pm and Wednesday 10am to 5pm). You can also email them to poarefunds@justice.gsi.gov.uk.

Once approved, the refund will be paid into the donor’s bank account. Please note it can take up to 12 weeks for your claim to be processed, and if your claim is rejected you can appeal through the Refunds Helpline detailed above.

If you have any questions about making an LPA or EPA, please get in touch with our Wills, Trusts & Probate team on 023 9298 1000.

We are holding free legal drop in clinics at the Age Concern Borrow Centre in Cowplain from February 2018, click here to visit our Events page to find out more.


Wills

  • Will drafting
  • Review of existing Wills
  • Advice re provision for children, second families, spouses and civil partners, unmarried partners and other family members
  • Advice re charitable gifts
  • Advice re foreign and business assets
  • Advice re Will trusts
  • Codicils
  • Inheritance Tax advice.

Trusts

  • Advice re Trust creation and ongoing management
  • Preparation of trust deeds and other trust documentation
  • Declarations of Trust
  • Termination of trusts.

Probate and Administration of Estates

  • Advice re the terms of the Will or intestacy rules where there is no Will
  • Obtaining values for the various assets and liabilities in the estate, notifying the various institutions and obtaining all necessary estate information
  • Obtaining a grant of probate or letters of administration as appropriate
  • Dealing with and advice re Inheritance Tax, Capital Gains Tax and Income Tax, liaising with HMRC
  • Notifying and liaising with the beneficiaries of the estate
  • Preparing a deed of variation or a deed of disclaimer in relation to the estate
  • Selling or transferring the various assets due to the beneficiaries
  • Dealing with foreign assets and Wills
  • Advice re estate disputes and claims against an estate

“If it had not been for the EPA I would have had real problems even discussing my mother’s affairs with banks, investment companies, government departments and care providers, much less paying her bills from her account.

“Being able to supply copies of the EPA to the various parties meant they would speak to me and act on my instructions. Without it I would have had to pursue a long, complicated and expensive legal process – at a very difficult time personally.

“I would absolutely recommend planning ahead and making an LPA. It could make a huge difference to your loved ones.”

Paul

“If it had not been for the EPA I would have had real problems even discussing my mother’s affairs with banks, investment companies, government departments and care providers, much less paying her bills from her account.

“Being able to supply copies of the EPA to the various parties meant they would speak to me and act on my instructions. Without it I would have had to pursue a long, complicated and expensive legal process – at a very difficult time personally.

“I would absolutely recommend planning ahead and making an LPA. It could make a huge difference to your loved ones.”

Paul

"We have now received all of the information for the deputyship. We are delighted with the outcome. I would like to take the opportunity to say thank you for your work and support. It was a difficult thing for us due to the circumstances, but you made it easy and that really helped.

Thank you also for the settlement of the account, we are very grateful. I have friends who have Autistic children and adults I will recommend you in the future".

Anonymous


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