If you made a lasting power of attorney (LPA) or an enduring power of attorney (EPA) between the 1st April 2013 and the 31st March 2017, then you may be eligible for a partial refund of the cost of registering your application!

Who can claim a refund?
You’re able to make a claim if you’re:

  • the ‘donor’ – the person who made the power of attorney; or
  • an ‘attorney’ – appointed by the donor in an LPA or EPA

The refund will only be paid to the donor, but the claim may be made by either the donor or the attorney.

How much am I able to claim?
The amount that you’ll be able to claim depends on when you paid the fees.

When you paid the fee                                   Refund for each power of attorney

April to September 2013                                £54

October 2013 to March 2014                         £34

April 2014 to March 2015                              £37

April 2015 to March 2016                              £38

April 2016 to March 2017                              £45

You’ll also receive 0.5% interest and you can still claim a refund even if you don’t know when you paid the fees.

If as a couple you have completed four LPAs, Health & Welfare, and Property & Finance each, then this means that you could well be entitled to up to £216 (plus interest) as a refund!

This refund will apply if you made your application in England or Wales

How do I make a claim?
Full details of how to make a claim are available at https://www.gov.uk/power-of-attorney-refund.

If you need any advice from our team of expert financial planners, please call us on 01772 729742 or complete our online enquiry form.