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Donee (property and financial affairs)
Please note: In these descriptions of proxies, representatives and advocates, Q refers to the person whom the proxy, representative or advocate is supporting or representing.
We are at an early stage of developing this resource, so please bear with us as we work on it.
Purpose of the role
Person given a Lasting Power of Attorney to make decisions about a matter or matters concerning Q's property and financial affairs
This role applies when
Q has appointed the donee under a Lasting Power of Attorney for property and financial affairs, and subsequently loses capacity OR authorises the donee to act on his/her behalf
This role applies to
Mental capacity cases
Always
Mental health cases
Day to day living
Statutory definition of the role (if any)
Defined term | Act of Parliament/Statutory Instrument | Link |
---|---|---|
Donee (property and financial affairs) | Mental Capacity Act 2005, S.10 | https://www.legislation.gov.uk/ukpga/2005/9/section/10 |
The person in this role
Is professionally qualified to perform the role
Sometimes
Has a professional relationship with Q
Sometimes
Has a personal relationship with Q
Usually
Is professionally independent of the organisation(s) involved
Has lived experience of Q's care and support needs
Occasionally
Speaks for/on behalf of Q
Yes
Safeguards Q's rights
Yes
Ensures Q's understanding
Yes
Is consulted about Q's health and welfare
Is consulted about Q's finances
Yes
Makes decisions about Q's health and welfare
Manages money on Q's behalf
Yes
Is the person formally appointed to this role?
Must be
How many people can perform this role at one time?
Multiple - joint and/or several
Are there any other criteria for appointment?
Person aged 18+ OR trust corporation
Who nominates/appoints them?
Q via Lasting Power of Attorney
Is the appointment time limited?
Other comments