(February 2018) Enduring Powers of Attorney and Lasting Powers of Attorney Registered in the period 1st April 2013 to 31st March 2017
Under the above fee refund scheme, a donor or an attorney having registered a Power of Attorney during the above period may be entitled to a refund for the registration fees paid.
Who can make the claim?
You can claim if you are:-
Who will the money be returned to?
The money must be paid to the Donor (Donor’s Estate), and it is only necessary to make one claim per Donor even if there was more than one Power of Attorney.
How much will be refunded?
The amount refunded can range between £34 and £54 (plus 0.5% interest) depending on when you paid the fees. If you have paid a reduced fee, then you will only be entitled to half the refund.
Please visit https://www.gov.uk/power-of-attorney-refund for further information.
What do you need to make a claim?
The donor’s UK bank account number and sort code.
There is no need to know when the fees were paid or to quote any reference when but we would advise having a copy of the registered EPA or LPA to hand
How to claim?
Telephone: 0300 456 0300 (option 6)
Monday to Friday from 9am to 5pm except on
Wednesdays from 10am to 5pm
You MUST claim by telephone if:
Textphone: 0115 934 2778
After you have claimed
It can take up to 12 weeks for your claim to be processed. If your claim is approved, the refund will be paid into the donor’s bank account.
If your claim is rejected you can appeal the decision by contacting the Refunds Helpline on 0300 456 0300.
Carter Bells LLP
Private Client Team: Frances Hemus, Harpreet Mahay and Kathryn Bone
Telephone Number: 020 8939 4000
20th February 2018