Court & forms
Property & Financial Deputyship
A clear roadmap for managing a loved one's property and money under the Mental Capacity Act 2005. General information, not legal or financial advice.
Saved only on this device — nothing is sent to Autizma. Use short labels like "Home" or "Bank 1" rather than account numbers.
Nothing listed yet. Add property, savings, pensions and regular income to build a picture before your deputyship application or annual report.
Record decisions, payments, property changes and notes as they happen. Saved only on this device and included in the OPG summary PDF.
No entries yet.
1. Court order arrives
The deputyship order says what you can and cannot do with P's property and money. Read it carefully — some actions (like selling a house or making gifts) may need extra permission.
2. Set up the security bond
Most property and financial deputies must buy a security bond — a type of insurance that protects P if money is lost. The court sets the amount; the premium is usually paid from P's funds.
3. Register with banks and providers
Send a sealed copy of the order to each bank, pension provider, DWP and council. Open a deputyship account in P's name — never mix P's money with yours.
4. Keep records all year
Record every payment in and out, with receipts. Only spend money in P's best interests, and keep decisions written down.
5. Annual deputy report to the OPG
Each year the Office of the Public Guardian (OPG) asks for a report of decisions, spending and account balances. It is usually done online.
Official guidance: GOV.UK — becoming a deputy. Scotland, Northern Ireland and Ireland use different systems — check your country in the menu.
For high-value estates, selling P's home, statutory wills or complex financial settlements, a specialist solicitor can help. Browse firms, filter by area and look for the "Verified by Autizma" badge.
Listings are not recommendations. Your asset list stays on your device — only share it with a firm you have chosen.
Appear on this page to families managing property and money. Featured listing £149/month (founding firms get 12 months free), or pay per accepted referral (£25). Sponsor this guide for £100/month.