The following Private Client guidance note Produced in partnership with Thomson Snell & Passmore provides comprehensive and up to date legal information covering:
Practice Direction 9D—Application by currently appointed deputies, attorneys and donees in relation to P’s property and affairs (PD 9D), made under rule 9.11 of the Court of Protection Rules 2017 (COPR 2017), sets out a simplified procedure to be used by existing deputies (and attorneys) for more routine applications which relate to the applicant’s powers and duties. It is also authorised in circumstances where the deputy reasonably believes that there are unlikely to be objections raised to the application and when the order sought will not be significant to P’s estate or interests.
PD 9D, para 5 states that the following types of case may be suitable for the short procedure:
regular payments to the deputy in respect of remuneration
variations as to the expenses paid from P’s estate
change to an accounting period
change to the time by which an annual account may be submitted
non-contentious sale of property
authority for disclosure of information
gift or loan provided that the sum is not disproportionate to P’s estate
sale of P’s investments
receipt or discharge of sum due to
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