{"id":13824,"date":"2023-07-17T04:57:27","date_gmt":"2023-07-17T04:57:27","guid":{"rendered":"https:\/\/www.theukrules.co.uk\/?page_id=13824"},"modified":"2023-09-15T05:43:02","modified_gmt":"2023-09-15T05:43:02","slug":"deputyship-fee-refund","status":"publish","type":"page","link":"https:\/\/www.theukrules.co.uk\/rules\/legal\/courts\/become-a-deputy\/deputyship-fee-refund\/","title":{"rendered":"How to Claim a Refund of Deputyship Fees | Form (OPG108)"},"content":{"rendered":"

How Much are Deputyship Fee Refunds?<\/h2>\n

To get a refund, the deputyship assessment and annual supervision must have taken place between the 1st of April 2008 and the 31st of March 2015.<\/p>\n

You need to make a claim with the Office of the Public Guardian (OPG) to find out whether any money is owing – and how much you can get.<\/p>\n

But, as a deputy acting under a current court order<\/a>, there would be no need to apply. Overcharged fees would be refunded by automatic process.<\/p>\n

Note<\/strong>: The deadline to claim a deputyship fee refund is the 4th of October 2022. As a rule, reimbursements will be less than \u00a3200 (plus 0.5% interest).<\/p>\n

Furthermore, the final amount that you get returned to you will be based on three determining factors, which are:<\/p>\n

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  1. How much you paid in fees (and at what rate).<\/li>\n
  2. How long you paid for.<\/li>\n
  3. Whether you have any unpaid fees.<\/li>\n<\/ol>\n

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    Who Can Claim a Refund of Deputyship Fees?<\/h5>\n

    You can make a claim if the deputyship was active between the 1st of April 2008 and the 31st of March 2015 or you are acting for someone who had a deputy – and they are no longer living.<\/p>\n

    Note<\/strong>: There is no need to apply for a pay back if you are still acting as someone’s deputy. Any overcharged fees would get refunded automatically.<\/p>\n<\/p><\/div>\n

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    If You had a Deputy on a Previous Occasion<\/h5>\n

    Supposing you had a deputy previously, but now you have the capacity to make your own decisions. If this is the case, you can still apply for a refund.<\/p>\n

    If you prefer, your property and financial affairs attorney<\/a> can also claim a deputyship fee refund on your behalf.<\/p>\n<\/p><\/div>\n<\/div>\n

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    Acting on Behalf of Someone Who has Died<\/h5>\n

    The executor of the will (or administrator of the estate) would need to make the claim if the ‘client’ is no longer living. A family member can also make an application if there is no estate administrator.<\/p>\n<\/p><\/div>\n

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    Rules for Dividing the Refund<\/h5>\n

    You should divide any money recovered from the Office of the Public Guardian between all the beneficiaries of the deceased person’s estate (the client).<\/p>\n<\/p><\/div>\n<\/div>\n

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    Important<\/strong>: You must still comply with the law in cases where the estate has already been settled. Contact the Citizens Advice<\/a> or a legal adviser<\/a> (e.g. a solicitor) for further guidance.<\/p>\n<\/div>\n

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    Required Information and Documentation<\/h5>\n

    You will need to supply some personal details about the client (i.e. person who had a deputy), including their:<\/p>\n