Can I claim back expenses as a Deputy?
If you are appointed as a Deputy, you must keep detailed accounts of the person’s money. If you need to make payment of any expenses back to yourself, such as phone calls, postage, or travel costs, you can do this. However, you may be asked to report back to the Office of the Public Guardian with a detailed report of what you have claimed, and you may be required to pay some of the funds back if the Office of the Public Guardian thinks your expenditure is unreasonable.
You cannot claim money back for costs of travelling for social visits or for time spent carrying out your duties if you are a lay person (i.e. not a professional, such as our team of Wills, Trusts and Probate Solicitors).