Did you pay application fees for an LPA or EPA (as a donor or attorney) between 2013 and 2017? If so, you may be able to claim a power of attorney refund.
This guide explains the process for getting refunds for application fees paid for lasting power of attorneys (LPAs) and enduring power of attorneys (EPAs).
If you applied to register a power of attorney between the 1st of April 2013 and the 31st of March 2017 you can get part of the application fee back.
The power of attorney application fee refund applies to both LPA and EPA. But, to make a claim, you must be (either):
Important: You can only claim power of attorney refunds on power of attorneys made in England or Wales. The deadline for claiming a power of attorney refund is the 1st of February 2021.
Only the donor can receive the reimbursement. But, as an attorney appointed by a donor in an LPA or EPA to make decisions on their behalf, you would only need to make one claim per donor. This would apply even if the donor made several powers of attorney.
The total amount you can get will depend on the actual date that you paid the application fees. But, you would only get half the refund amount if you paid a reduced fee (called a 'remission').
You do not need to be certain about the dates to claim refunds for application fees for lasting power of attorneys (LPAs) and enduring power of attorneys (EPAs). As a rule, you will also receive 0.5% interest on top.
Note: What if you got appointed as a replacement attorney? In this case, you can only make a claim for a refund once you are 'formally' appointed as an attorney (i.e. empowered to make decisions on behalf of the donor).
The quickest way to claim a power of attorney refund is online (taking around ten minutes) or by phone. You are going to need:
You will not be able to claim online if the donor does not have a UK bank account, or you:
Email: [email protected]
Telephone: 0300 456 0300 (choose option 6)
Textphone: 0115 934 2778
Monday, Tuesday, Thursday, Friday 9am to 5pm
Wednesday 10am to 5pm
Learn more about call charges
Note: You can also call or email the Refunds Helpline if you need further information or have difficulty claiming online.
You should allow up to twelve (12) weeks for the processing of a claim. Once approved, the payment will go into the donor's UK bank account. Contact the Refunds Hotline if you want to appeal a rejected claim.
The claim can only be made by the executor of the will or administrator of the estate if the donor has died since. If so, the power of attorney (POA) Refunds Team would need photocopies of the (both):
It would also be important to include your name, physical address, and:
You can either send the documents by email (see above) or by postal methods, to:
POA Refunds Team
7th Floor, Office of the Public Guardian
PO Box 16185
Note: Once the power of attorney (POA) Refunds Team receive the documents, they would then contact you by telephone to complete the refund process.
How to Claim a Power of Attorney Refund in United Kingdom