Guidance

Getting started as an attorney: property and financial affairs

What to do first if you're acting for someone under a lasting power of attorney for financial decisions.

Documents

LP11 Getting started as an attorney: property and financial affairs (large print)

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (eg a screen reader) and need a version of this document in a more accessible format, please email customerservices@publicguardian.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Guidance for people wanting to manage a bank account for someone else

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (eg a screen reader) and need a version of this document in a more accessible format, please email customerservices@publicguardian.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Detail

If someone chooses you to make decisions for them in case they lose mental capacity, find out more about your duties and how you can prepare.

These leaflets include practical advice such as:

  • understanding how the person prefers to spend and save
  • helping them to make decisions
  • involving friends and family
  • dealing with banks and other companies

For an overview of your duties, read the guidance on acting as an attorney. The Mental Capacity Act Code of Practice has more on the legal background to what you can and can’t do as an attorney.

If you want a leaflet in a different format, such as Braille, audio or large print, email customerservices@publicguardian.gsi.gov.uk. Remember to give us your address and phone number and the title of the document.