Power of Attorney fee refund scheme
Posted on 4th February 2018 at 15:03
Who can claim the refund?
A claim can be made by either:
the ‘Donor’ - the person who made the Power of Attorney i.e the Client
an ‘Attorney’ - appointed by the Donor in an LPA or EPA
As your Estate Planner I am not permitted to be involved in the application process, but this information should be all that you need to apply. Please contact me if you need any additional advice. The refund must be paid to the Donor, and only one claim is necessary per Donor, even if more than one Power of Attorney was registered.
How much is payable?
The refund payable is dependent on the date the fees were paid. Your client will also receive 0.5% interest. A claim can still be made if you and your client are unsure of the exact date.
Please note: you will receive half of the refund amount below if the fee paid was at a reduced rate or remission.
How to claim:
Claim by phone
Claims may be made by phone if you don't have a UK bank account, the donor has passed away or has difficulty using a computer.
The Refunds Helpline will need to be contacted to process the claim:
Telephone: 0300 456 0300*
Textphone: 0115 934 2778
Refunds Helpline Email: firstname.lastname@example.org
* Lines are open Monday, Tuesday, Thursday and Friday from 9am to 5pm and Wednesday from 10am to 5pm. Please select option 6 if calling. Visit www.gov.uk/call-charges for call charges.
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