Enduring Power of Attorney in UK Law

Leading Cases
  • Re F (Enduring power of attorney)
    • Chancery Division
    • 02 Abril 2004

    It seems to me that to remove a chosen attorney because of hostility from a sibling or other relative, in the absence of any effective challenge to his competence or integrity, should require clear evidence either that the continuing hostility will impede the proper administration of the estate or will cause significant distress to the donor which would be avoided by the appointment of a receiver. Neither of these conditions is satisfied by the evidence in this case.

  • Masterman-Lister v Brutton; Masterman-Lister v Jewell
    • Court of Appeal (Civil Division)
    • 16 Enero 2003

    For the purposes of RSC 80 – and, now, CPR 21—the test to be applied, as it seems to me, is whether the party to legal proceedings is capable of understanding, with the assistance of such proper explanation from legal advisers and experts in other disciplines as the case may require, the issues on which his consent or decision is likely to be necessary in the course of those proceedings.

  • Re W (Enduring Power of Attorney)
    • Court of Appeal (Civil Division)
    • 11 Diciembre 2000

    In my judgment that subsection clearly proceeds on the basis that the grounds of objection have to be proved. Accordingly, as I see it, the legal burden remains throughout on the objector, the person presenting the notice of objection. If the objector fails to establish his objection, the instrument must be registered. The court has no residual discretion to refuse registration.

  • Hoff and Others v Atherton
    • Court of Appeal (Civil Division)
    • 19 Noviembre 2004

    To make a valid Will the law requires what is always referred to as testamentary capacity and, as a separate requirement, knowledge and approval. The latter requires proof of actual knowledge and approval of the contents of the Will. The former requires proof of the capacity to understand certain important matters relating to the Will.

  • Simon v Byford and Others
    • Court of Appeal (Civil Division)
    • 13 Marzo 2014

    When we move on to knowledge and approval what we are looking for is actual knowledge and approval of the contents of the will. But it is important to bear in mind that it is knowledge and approval of the actual will that count: not knowledge and approval of other potential dispositions. That is why knowledge and approval can be found even in a case in which the testator lacks testamentary capacity at the date when the will is executed.

  • Sharp v Adam
    • Chancery Division
    • 27 Julio 2005

    Dr. White said that, when he visited, he would normally speak first to whoever was caring for Mr. Adam to see how he was. He accepted that his direct communication with Mr. Adam would normally be limited to medical issues, whether he felt well, whether he was in pain, whether he wanted to go to hospital, as well as occasional small talk designed to put the patient at his ease.

  • Leigh Helen Cowderoy v Lionel Steve Cranfield
    • Chancery Division
    • 24 Junio 2011

    Traditionally, the courts have adopted a two stage approach to the evidence in a case where knowledge and approval is in issue. The first stage was to ask whether the circumstances were such as to "excite suspicion" on the part of the court. If so, the burden was on the propounder of the will to establish that the testator knew and approved the contents of the will.

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Legislation
  • Enduring Powers of Attorney Act 1985
    • UK Non-devolved
    • 1 de Enero de 1985
    ... ... 9), s. 68(1), Sch. 7 (with ss. 27-29, 62, Sch. 4); S.I. 2007/1897, art. 2(1)(c) ... Enduring powers of attorney ... 1: Enduring power of attorney to survive mental incapacity of donor ... Annotations: Amendments ... ...
  • Additional Learning Needs and Education Tribunal (Wales) Act 2018
    • Wales
    • 1 de Enero de 2018
    ... ... (section 54) ;(c) provision limiting the power of local authorities to secure additional ... Part;(b) the donee of a lasting power of attorney (within the meaning of section 9 of that Act) ... this Part;(c) an attorney in whom an enduring power of attorney (within the meaning of Schedule ... ...
  • Non-Contentious Probate Rules 1987
    • UK Non-devolved
    • 1 de Enero de 1987
    ... ... or will to be guardian of a minor under the power conferred by section 4 of the Guardianship of ... ) and (3) below, the lawfully constituted attorney of a person entitled to a grant may apply for ... and the attorney is acting under an enduring power of attorney, the application shall be made ... ...
  • The Court of Protection Rules 2007
    • UK Non-devolved
    • 1 de Enero de 2007
    ... ... (b) the Court of Protection (Enduring Powers of Attorney) Rules 2001 4 ... 2 ... THE ... (a) (a) exercises any power under these Rules; or ... (b) (b) interprets ... ...
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Books & Journal Articles
  • The role of the Office of the Public Guardian in investigations of abuse
    • No. 13-3, June 2011
    • The Journal of Adult Protection
    • 160-166
    Purpose: This paper aims to examine the investigation process employed by the Office of the Public Guardian (OPG). This process is used whenever an allegation of abuse is received against either an...
    ... ... acting under a registered lasting or enduring power of attorney or against a deputy appointedby ... ...
  • Recognising and responding to financial abuse in residential aged care
    • No. 15-3, June 2013
    • The Journal of Adult Protection
    • 141-152
    Purpose: Responding to suspected financial abuse in residential aged care provides particular challenges to care managers. This paper aims to explore responses to financial abuse by care managers a...
    ... ... guide responsesto suspected misuse of an enduring power of attorney or undue influence are limited ... ...
  • Ms P: a case study in elder financial abuse (Ireland)
    • No. 15-6, November 2013
    • The Journal of Adult Protection
    • 317-323
    Purpose: – The purpose of this paper is to discuss the case study of an older woman who was subject to elder financial abuse by a home help in the Republic of Ireland. Design/methodology/approach:...
    ... ... abuse, Gardaı´(Irish police service), Power of Attorney,Enduring Power of Attorney, Ward of ... ...
  • Financial abuse of older people
    • No. 2-1, February 2000
    • The Journal of Adult Protection
    • 21-29
    Financial abuse is widely recognised to be an important but under‐reported risk area for vulnerable adults, especially elderly people. This paper provides an introduction to relevant issues, indica...
    ... ... on their behalf.This is called ‘power of attorney’.A mentally incapacitated ... Enduring power of attorney is a specialform which ... ...
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Law Firm Commentaries
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Forms
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