Guidance

Gifts: Public Guardian practice note

Legal guidance for professional deputies and attorneys on the rules about giving gifts on behalf of the person they act for.

From:
Office of the Public Guardian
Published
1 September 2012
Last updated
18 January 2018 — See all updates

Applies to England and Wales

Documents

Public Guardian practice note (PN7): giving gifts (web version)

HTML

Public Guardian practice note (PN7): giving gifts (print version)

PDF, 448 KB, 13 pages

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Details

This practice note gives detailed legal guidance on how deputies and attorneys should approach giving gifts on behalf of the person they act for.

Attorneys and deputies can only give gifts on behalf of that person:

  • in some situations
  • if it’s in the person’s best interests

The note explains:

  • the legal framework to gifting
  • the approach the Office of the Public Guardian takes when deputies or attorneys go beyond their authority to give gifts
Published 1 September 2012
Last updated 18 January 2018 + show all updates

  1. Added revised practice note and Welsh language translation.

  2. Now includes reference to OPG's gifting guide for lay deputies and attorneys.

  3. Minor updates to the practice note to reflect OPG's policy on loans and supervision.

  4. First published.

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