Any Accountants who can deal with the OPG form?

[Mariella]

Hello

I recently asked an accountant to fill in the new form for the annual report from the OPG. The accountants I employed haven't filled in the form correctly and the OPG have kindly allowed me an extension, however I am desperate to find an accountant that specialises in filling in forms for the OPG. Can anyone help? Even the OPG couldn't advise me on where to go and now I'm really desperate. Please help if you can as I only have a 4 week extension.

 

[nitram]

Did the OPG say what part of the form was filled out incorrectly?
Did they return the form?
Have you challenged the accountant about the rejection of the completed form? As they accepted the work they should have felt competent to carry it out.

The parts dealing with finances are easy to fill in if all the information is available, the accountant should not have had any problem with this factual information.

The accountant may have made mistakes or omitted to answer questions on mental capacity, decisions, care plan,...

Try asking AgeUK for advice, if you have a completed copy of the form they may be able to spot any errors or omissions.

 

[Grable]

Hi Mariella

Have you looked at the .pdf https://www.gov.uk/government/uploa...ort-form-property-and-financial-decisions.pdf ? Does it answer the question of why your form wasn't accepted?

Could I ask you why you have to fill in this form? Is it something that anybody with LPA needs to fill in from time to time? (If so, I need to start keeping better records!)

 

[Katrine]

Hi Grable. If the OP has deputyship or guardianship then she has to submit an annual report to the OPG. Attorneys don't have to do this. However, in theory the OPG can ask for full accounts from anyone with POA, and it makes sense to keep good records so you're not caught out by an unexpected demand for information. In my own case, as well as being my mum's guardian, I am conscious of the need to keep tidy records for the eventual time when her executors deal with her estate (I am not her executor).

 

[nitram]

"Could I ask you why you have to fill in this form? Is it something that anybody with LPA needs to fill in from time to time?"

Attorneys acting under a LPA are only quizzed by the OPG if a complaint is made against any of their actions.

With an LPA the power and responsibility has been granted to the attorney according to the donor's wishes.

With a deputyship the power and responsibilty remain with the Court which therefore checks regularly that the person they appointed to deputise on their behalf is acting correctly.

 

[jugglingmum]

The firm of accountants I work for deals with this in our trust dept, a couple of desks away from where I sit. I can PM you the details if you would like.

I suspect before taking on the assignment they will wish to know why the form failed and they will need to obtain professional clearance from the previous firm as required by our regulator.

You have commented in previous posts about gifts, so could these have caused an issue?

Also you make comments about HMRC, but your mother's income is taxable, just like anyone else's income so this needs to be dealt with in the normal way and is not connected to the OPG or Court of Protection in any way.

 

[Grable]

Hi Grable. If the OP has deputyship or guardianship then she has to submit an annual report to the OPG. Attorneys don't have to do this. However, in theory the OPG can ask for full accounts from anyone with POA, and it makes sense to keep good records so you're not caught out by an unexpected demand for information. In my own case, as well as being my mum's guardian, I am conscious of the need to keep tidy records for the eventual time when her executors deal with her estate (I am not her executor).

Phew! I'm relieved - thanks to you and Nitram for this. I do try to keep records which will be useful for Mum's executors (me and my brother) - but I'm not sure they'd cut the mustard with an accountant!