Example for year 1

  • If this is the first time you have completed the account you will need to tell us about all of the fees  and expenses associated with obtaining the guardianship order
  • If legal or conveyancing expenses for the sale or purchase of property were incurred, remember to send evidence of this expense
  • You must send evidence along with the completed account. Remember to send evidence of the caution renewal premium.
  • Gifts approved in the management plan should be detailed in this section. If gifts were not detailed in the management plan, the gift will need approval, see our guidance and the application form .