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Check your eligibility for an LPA refund

Karon Walton of Hegarty Solicitors in Peterborough is urging people to check their eligibility for a lasting power of attorney (LPA) fee refund, after almost two Inheritance Tax Planningmillion people were overcharged by the Office of the Public Guardian (OPG) between 2013 and 2017. Claimants can expect to receive a refund of up to £54, with any accrued interested since the registration was made.

So far, only 200,000 of the 1.8million people owed have claimed their refund, meaning that there’s £77million still owed to customers.

How do I apply for a refund?

To apply for a refund visit: http://gov.uk/power-of-attorney-refund. The exact amount will depend on when the registration was made, and claims must be made by 1st February 2021.

An LPA is an important document that gives a loved one the power to make decisions on your behalf when you can no longer do so. There are two types of LPA: a health and welfare LPA, and a property and financial affairs LPA.

Do I need a Lasting Power of Attorney?

Recent research from Solicitors For the Elderly (SFE) found that there are only 7% of LPAs in place across the UK, meaning that millions of people are currently unprepared for later life. SFE urges anyone planning for their future to consider setting up an LPA and seek advice from a specialist lawyer.

Karon Walton, Head of Court of Protection at Hegarty Solicitors said “It is so important that money is paid back to people who registered their documents between 2013 and 2017.”

“It takes about ten minutes to claim online. You’ll need the donor’s bank details and a copy of the LPA, if you have it. If you need help or more information about making a claim, there’s a Refunds Helpline you can contact, either via telephone on 0300 456 0300 or email poarefunds@justice.gsi.gov.uk.”

For more help and information about making a Lasting Power of Attorney visit our LPA information page.

Do you want find out more?

Make an enquiry online Contact the Peterborough office Contact the Stamford office Contact the Oakham office