-
% clean standard and thus be returned to you for amendment. Accounting form, Valuations for stocks and shares do not match the evidence submitted Closing balances do not match bank statements due to way details are lodged in the client ledger Adding or deducting monies due to or from the estate to match opening and closing balances – meaning the account does not accurately, Debts shown as negative closing balances Including transactions that occur out with the account period
-
Solicitors are often appointed as an attorney or a substitute attorney. However if a professional is no longer willing to act or take up the appointment e.g. they leave the firm, they should advise their clients of this. Contacting clients at the earliest opportunity allows for appropriate arrangements, and/or amendments to be made to deeds whilst the granter has capacity and in a position to approve such a change
-
Update on office closure
-
guardians must open a bank or designated client account in the name of each adult. The bank statements, /final account (if you use a client ledger copies of this can be included with the bank statements, automatically, we would expect revaluations to be sought every 3 – 5 years.).
Expenses Q. Can I claim, at £140 per hour, up to a maximum of 10% of the adult’s estate at the close of the accounting period (excluding heritable property). Q. Claims for travel expenses to check on the adult’s property
-
explaining more about powers of attorney helpful.
Certificates of registration We offer a clerical, to be a valid form of legal authority. The certificate attached to a clerical registration carries the crest on the certificate and all pages of the PoA. Clerical PoAs (those sent to us via the postal, different to the clerically produced one. This certificate has a crest watermark running through it, as will each page of the PoA. It is clearly outlined at the foot of each page that the pages must
-
the expiry date of their order. As the ‘clock was stopped’ from 7th April up to and including 29th, . The following example may help clarify the position: • Original guardianship expiry date; 20 April 2020 Add
-
will be resumed. Guardians will need to re-calculate the expiry date of their order. As the clock was stopped, be added on to the original expiry date. The following example may help clarify the position
-
an application to us. However, there are certain circumstances where you may be entitled to claim a fee exemption. You will need to apply to us using our application form if you are claiming a fee, for civil legal aid as a matter of special urgency an exemption may be claimed. Other If you feel, believe an exemption should be offered. You must attach relevant evidence to support your claim, certificate to process any claims for fee exemption.
Please do not send a fee along with your
-
contains a springing clause which prevents registration The testing clause is incomplete The PoA does not contain a clear statement identifying that it is intended to be a continuing PoA and/or a welfare, . Registration of a continuing power is requested but there are welfare clauses in the PoA and vice
-
We are happy to report that the Access to Funds Scheme (ATF) can potentially be used to close and transfer CTF’s or JISA’s to a bank account held in the account holder’s sole name where the funds are held in cash form. ATF can be used to open a sole account if no such account is available. Please note the scheme is not suitable if the product is in the form of stock or shares i.e. (Stakeholder, . The fee for ATF applications relating to the closure of a CTF or JISA account will be waived