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Appendix 2: Client Affairs fees – from April 2024

In this section

  1. 1
    Introduction
  2. 2
    Purpose
  3. 3
    Scope
  4. 4
    Definitions
  5. 5
    Legal context
  6. 6
    Associated Council policies
  7. 7
    Referral - conditions of acceptance
  8. 8
    Application for authority where no other person is willing or able to act
  9. 9
    Authority to act
  10. 10
    Supporting involvement
  11. 11
    Management of financial and property affairs
  12. 12
    Property
  1. 13
    Responsibilities for a deceased person’s estate
  2. 14
    When Client Affairs team responsibilities end
  3. 15
    Fees charged by the Client Affairs team
  4. 16
    Monitoring
  5. 17
    Reports to the Office of the Public Guardian
  6. 18
    Dissatisfaction/complaints
  7. 19
    Implementation
  8. 20
    Review
  9. 21
    Appendix 1: Terms used in this policy
  10. 22
    Appendix 2: Client Affairs fees – from April 2024
  11. 23
    Appendix 3: The Mental Capacity Act Code of Practice
  12. 24
    Policy details

 

Description     Fee
Work up to & including appointment of deputy     £944
Court application to appoint a new trustee     £633
Subsequent court applications     £633
Annual management fee for first year     £982
Annual management fee for second and subsequent years     £824

Annual Management fee where assets are less than

£20,300

 3.5% of net assets
Annual property management fee     £380
Completion of an OPG annual report     £274
Completion of basic tax return     £89
Travel rates     £51 per hour
Case closure on death     £300
Additional case closure fee     £195

Practice Direction– fixed costs; supplement to Part 19 of the Court of Protection Rules 2007 

 

 

Last reviewed:
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