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Est. 2019

Support for Deputies and Attorneys

Independent social work, mental capacity and care funding support when decisions need clear evidence.

Deputies and attorneys carry serious responsibilities when making or supporting decisions for someone else. Some decisions are straightforward, but others involve complex questions about mental capacity, care, accommodation, funding, property, gifts or best interests. Nellie Supports provides independent social work, mental capacity and care funding support across England and Wales, helping you understand the situation, identify what evidence may be needed and approach important decisions with confidence.

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Support when decisions need clear evidence

Deputies and attorneys are often expected to make important decisions in situations where the facts are not simple. A care arrangement may need reviewing. A person’s capacity may be unclear. Family members or professionals may disagree about the right next step. Funding may need checking, or a decision about property, gifts or future planning may require more detailed evidence.

Nellie Supports helps by providing independent assessment, professional opinion and clear written reports. We do not replace the role of the deputy or attorney, and we do not make the decision for you. Our role is to help you understand the person’s needs, wishes, risks and options, so that important decisions are supported by appropriate evidence.

Where needed, we can help with mental capacity assessments, COP3 reports, social care assessments and NHS Continuing Healthcare support.

Understanding the role of deputies and attorneys

Deputies and attorneys both make or support important decisions for another person, but their authority comes from different places.

An attorney acts under a registered lasting power of attorney or enduring power of attorney. The attorney must act within the terms of that document and follow the Mental Capacity Act 2005 principles when making decisions for the donor.

A deputy is appointed by the Court of Protection. The deputy must act within the authority given by the deputyship order and comply with the duties expected by the Court and the Office of the Public Guardian.

In both roles, the practical questions are often the same. Is the person able to make this decision for themselves? Has the person been supported properly? What are their wishes and feelings? What evidence is needed? Is the decision in their best interests? Does the decision fall within the authority already given, or is further advice or Court authority needed?

That is where independent professional support can be helpful. Nellie Supports can provide mental capacity assessments, COP3 assessments, social care assessments, NHS Continuing Healthcare support, and linked evidence where care, capacity, welfare, funding or Court of Protection issues overlap.

If you are acting as an attorney

As an attorney, you must act within the terms of the lasting power of attorney. Once you start acting, GOV.UK says you must follow any instructions or restrictions in the LPA, act in the donor’s best interests, help them make their own decisions where possible, keep their money and property separate from your own, respect confidentiality, give the Office of the Public Guardian information if asked, and keep records of your actions. You must not use the role to benefit yourself, let other people use the LPA to make decisions, or use the LPA before it is registered.

A property and financial affairs attorney may be involved in decisions about money, tax, bills, bank accounts, property, investments, pensions and benefits. In some cases, a finance attorney can act while the donor still has capacity, but only if the LPA allows this and the donor gives permission. Otherwise, the attorney can only make decisions when the donor lacks capacity for that decision.

There are particular risk points for attorneys. Gifts are restricted. Property decisions may need legal advice, especially if a sale is below market value, the attorney wants to buy the property, or the property is being given away. A donor’s will cannot simply be changed by an attorney. Where the donor needs a will but cannot make one themselves, a statutory will application may be needed.

A health and welfare attorney may be involved in decisions about daily routine, medical care and where the donor lives, but can only make those decisions when the donor lacks capacity to make them. The attorney may need to tell family, friends, doctors, care workers, social workers and other professionals when they start making decisions. Treatment decisions may also require careful checking of the LPA, any advance decision, and whether there is disagreement serious enough to require the Court of Protection.

Nellie Supports can help attorneys where the issue involves mental capacity assessment, care arrangements, property or financial capacity, statutory will evidence, gifting concerns, welfare decisions or disputes about care and funding.

If you are acting as a deputy

As a deputy, your authority comes from the Court of Protection order. The Office of the Public Guardian deputy standards say deputies must understand and meet their obligations, have the skills and experience to perform the role, understand the authority given by the deputyship order, submit reports to OPG each year or when requested, pay supervision fees, maintain security where required, avoid conflicts of interest, and make court applications when needed.

Deputies must also comply with best-interests decision-making principles. The OPG standards say deputies must follow section 4 of the Mental Capacity Act, consult relevant people where required, involve the person in decision-making wherever possible, keep records of conversations and wishes and feelings, and make sure formal mental capacity assessments are carried out when appropriate. Deputies must also visit the person as often as reasonably necessary, and at least once a year.

For property and financial affairs deputies, the responsibilities can be very practical. They may include checking benefits, keeping the person’s money separate, managing tax, managing investments, paying debts, making sure the person has an adequate personal allowance, keeping financial records, explaining significant financial decisions in the annual report, protecting property, keeping insurance in place, and making sure any property sale is in the person’s best interests and within the authority given by the deputyship order.

For health and welfare deputies, the responsibilities can include decisions about where the person lives, contact arrangements and healthcare decisions. The OPG standards make clear that deputies must comply with the authority given by the order and inform OPG about key decisions. They must also understand the limits of the order, including that only the court can make some decisions about restricting access to the person.

Nellie Supports can help deputies where the decision requires independent evidence about the person’s care, capacity, wishes and feelings, accommodation, risk, care funding, family disagreement or Court of Protection evidence. This may include COP3 assessments, social care assessments, NHS Continuing Healthcare support, residence and care evidence, or specialist reports for property, gifts and statutory will matters.

Where responsibilities often become difficult

The role can become more complex when there is uncertainty about capacity, disagreement between family members or professionals, concern about care arrangements, a proposed move, a property sale, a gift, a statutory will, a care funding dispute, or a decision that may later need to be justified to the Court of Protection, the Office of the Public Guardian, a solicitor, a care provider or family members.

In those situations, independent evidence can help clarify what is happening, what decision needs to be made, whether the person can decide for themselves, what their wishes and feelings are, what risks need to be considered, and what professional evidence may be needed before the next step is taken.

Your responsibilities, backed by expert support

Deputies and attorneys are trusted to make or support important decisions for another person. Those decisions can affect where someone lives, how they are cared for, how their money is managed, whether care funding should be challenged, or whether a significant legal or financial step can safely go ahead.

When the situation is complex, it can be difficult to know what evidence is needed, who should be involved, and how the decision-making process should be recorded.

 

Nellie Supports provides independent social work, mental capacity and care funding expertise to help deputies, attorneys and those supporting them approach these decisions with clarity. We can assess the person’s needs, consider their wishes and circumstances, identify relevant risks, review available options and provide clear professional evidence where it is needed.

Your responsibility may involve

Expert support we can provide

Understanding the person’s care and support needs

Independent social work assessment, care review or welfare report

Checking whether the person can make a specific decision

Decision-specific mental capacity assessment

Providing evidence for the Court of Protection

COP3 assessment or structured mental capacity report

Reviewing care fees, NHS Continuing Healthcare or funding decisions

CHC checklist support, DST support, appeal support or care funding review

Considering accommodation, care arrangements or risk

Residence, care and welfare assessment

Considering statutory wills, gifts, property or financial decisions

Specialist capacity assessment and supporting report

Recording a careful decision-making process

Evidence gathering, professional analysis and clear written reporting

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When deputies and attorneys may need extra support

Extra support is often helpful when a decision is not straightforward, when there is disagreement, or when the decision may need to be justified later. This does not mean the deputy or attorney has done anything wrong. It usually means the decision is important enough to need clearer evidence.

Nellie Supports can help where:

  • the person’s care or accommodation arrangements need reviewing

  • there are concerns about whether the person can make a specific decision

  • family members, professionals or care providers disagree about the right next step

  • a Court of Protection application needs capacity or welfare evidence

  • care fees, NHS Continuing Healthcare or funding decisions need to be reviewed

  • there are concerns about risk, safeguarding, neglect or inappropriate care

  • a decision involves property, finances, gifts, statutory wills or future planning

  • the person’s wishes and feelings need to be explored and clearly recorded

 

Our support is designed to bring structure to complex situations. We help clarify the issue, identify the relevant evidence and provide independent professional input so the next step can be approached with greater confidence.

How Nellie Supports can help

Every deputyship or attorney matter is different. Some situations need a single assessment. Others need wider professional input across care, capacity, funding and best interests.

We can help identify the right level of support before work begins, so the response is proportionate to the decision being made.

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Independent social work assessments

We can assess the person’s care, support, welfare, risks, accommodation and day-to-day needs. This can help where care arrangements need reviewing, where there are concerns about unmet needs, or where a deputy or attorney needs a clearer understanding of the person’s current situation.

Learn more about social care assessments

Mental capacity assessments

We provide decision-specific mental capacity assessments for a wide range of decisions, including care, residence, property, finances, gifts, statutory wills, LPAs and Court of Protection matters.

Learn more about mental capacity assessments

COP3 and Court of Protection reports

Where formal evidence is needed for the Court of Protection, we can provide COP3 assessments and structured reports that clearly address the relevant decision, the evidence considered and how the conclusion has been reached.

Learn more about COP3 assessments

Care funding and NHS Continuing Healthcare support

We can help review care funding issues, consider whether NHS Continuing Healthcare may be relevant, support Checklist and DST stages, and provide practical input where care funding decisions need to be challenged or better evidenced.

Learn more about NHS Continuing Healthcare support

Support for children and young people

Where education, health and care needs are part of the wider picture, Nellie Supports can also provide support through Little Nellies. This may include help with EHCP applications, draft EHCP reviews, EHCP appeals, SEND Tribunal preparation and linked social care evidence.

This can be particularly helpful where a young person’s education, care arrangements, transition planning, social care needs or family circumstances need to be understood together.

Learn more about EHCP and SEND support

Best-interests evidence and decision support

Where a person lacks capacity for a specific decision, we can help gather and structure evidence about their wishes, feelings, beliefs, values, needs, risks and available options. This can support clearer best-interests decision-making and better records of how the decision has been approached.

Why deputies and attorneys choose Nellie Supports

Deputies and attorneys often need support that is independent, practical and professionally evidenced. The right input can help clarify the situation, reduce uncertainty and support better decision-making.

Nellie Supports is an independent specialist social work and mental capacity assessment provider working across England and Wales. Our team supports families, deputies, attorneys, solicitors, case managers, local authorities, care providers and other professionals where decisions involve care, capacity, funding, welfare or Court of Protection matters.

We are often asked to help because we provide:

  • independent professional assessment and clear written reports

  • decision-specific mental capacity assessments

  • social work expertise across care, accommodation, welfare and risk

  • experience with COP3 and Court of Protection evidence

  • support with NHS Continuing Healthcare and care funding issues

  • joined-up input where care, capacity, funding and family circumstances overlap

  • national coverage across England and Wales

  • a calm, structured approach to complex or sensitive situations

 

Our aim is to help you understand what is happening, what evidence is needed and what options may need to be considered before the next step is taken.

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Frequently Asked Questions

  • Yes. Nellie Supports can help deputies, attorneys and those supporting them where decisions involve mental capacity, care, accommodation, welfare, care funding, NHS Continuing Healthcare, social care needs, Court of Protection evidence or linked family concerns.

    We provide independent assessment, professional opinion and written reports to help clarify the situation and support the next step.

  • No. Deputies and attorneys remain responsible for acting within their own legal authority. Our role is to provide independent professional evidence and practical support where a decision needs clearer assessment, better information or specialist input.

    This may include a mental capacity assessment, social care assessment, COP3 report, CHC review, care funding support or welfare evidence.

  • Independent support may be helpful where the decision is complex, disputed, high-value, urgent, or likely to be reviewed later by the Court of Protection, the Office of the Public Guardian, family members, professionals or care providers.

    It can also be helpful where there are concerns about mental capacity, care arrangements, safeguarding, family disagreement, care fees, property, gifts, statutory wills or a move into different accommodation.

  • Yes. We provide decision-specific mental capacity assessments across England and Wales.

    Capacity must be considered in relation to the specific decision that needs to be made. We can assess decisions about care, residence, property and finances, gifts, statutory wills, LPAs, Court of Protection matters and other important decisions.

    Learn more about mental capacity assessments

  • Yes. We provide COP3 mental capacity assessments and structured reports for Court of Protection matters.

    A COP3 report may be needed where the court requires evidence about whether a person can make a specific decision for themselves. This is common in deputyship applications and other Court of Protection proceedings.

    Learn more about COP3 assessments

  • Yes. We can provide independent assessment where there is disagreement about care, accommodation, risk, capacity, funding or the person’s best interests.

    Our role is not to take sides. We gather and analyse relevant information, consider the person’s needs, wishes and circumstances, and provide clear professional evidence to support decision-making.

  • Yes. We can assess the person’s care and support needs, review current arrangements, consider risks and explore whether the current care or accommodation remains appropriate.

    This may be helpful where there are concerns about unmet needs, inappropriate care, family disagreement, discharge planning, a proposed move, or whether the person can remain safely at home.

    Learn more about social care assessments

  • Yes. We can help where there are questions about NHS Continuing Healthcare, care funding, Checklist decisions, Decision Support Tool meetings, CHC appeals or whether care fees should be reviewed.

    This can be particularly important where a person has complex health and care needs and is paying privately for care.

    Learn more about NHS Continuing Healthcare support

  • Yes. We can provide specialist mental capacity assessments and supporting evidence where decisions involve property, finances, gifts, statutory wills, trustee issues or other significant financial decisions.

    These decisions often need careful evidence because they may affect the person’s estate, family relationships, future care funding or Court of Protection involvement.

    Learn more about statutory will capacity assessments

  • No. We cannot guarantee how a court, NHS body, public body or decision-maker will treat an individual report or piece of evidence. Our role is to provide structured, professional and evidence-led assessment, reporting or support within the scope of the instruction.

  • Yes. Through Little Nellies, we can support families and representatives where education, health, care, SEND, social care and transition planning overlap.

    This may include EHCP applications, draft EHCP reviews, EHCP appeals, SEND Tribunal preparation and linked social care evidence.

    Learn more about Little Nellies

  • Yes. Nellie Supports provides independent social work, mental capacity and care funding support across England and Wales. Assessments may take place in the person’s home, care home, supported living placement, hospital setting where appropriate, professional setting or remotely where suitable.

  • You can contact us with the background, the decision being considered and any immediate concerns. We will help identify whether the matter appears to need a mental capacity assessment, social care assessment, COP3 report, CHC support, EHCP support or another form of professional input.

    If we are not the right service, we will say so clearly.

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