Fillable C-management Plan Mrs Cedar Management Plan (Office of the Public Guardian)

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C-management Plan Mrs Cedar Management Plan (Office of the Public Guardian)

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OPG MP App Form 1 /6
Ma nag eme nt Pla n
/GP FER S’NAIDRAUG CILBUP
DATE OF APPOINTMENT
Adult
TITLE
SURNAME
FORENAME
Gua rdian
TITLE
SURNAME
FORENAME
Note: You can save this form on your computer at any time during completion, to do so, click on the logo
reader’s menu.
CURRENT ADDRESS
TELEPHONE NUMBER
EMAIL
(As per Court Order. If you had
interim financial powers, give
the date of the Interim Order)
ARE YOU THE PRIMARY
POINT OF CONTACT?
YES NO
If more than one Financial Guardian has been appointed, please tell us who will be the primary point of
contact. This will be helpful, particularly if clarification or further information is needed by this office.
C/1/2012/1
12/12/2012
Mrs
Cedar
Pat
Mr
Cedar
Scot
OPG MP App Form 2 /6
Joint Guardian (If Applicable)
TITLE:
SURNAME:
FORENAME:
EMAIL:
TELEPHONE NUMBER:
YES NO
YES NO
Joint Guardian (If Applicable)
TITLE:
SURNAME:
FORENAME:
EMAIL:
TELEPHONE NUMBER:
ARE YOU THE PRIMARY
POINT OF CONTACT?
ARE YOU THE PRIMARY
POINT OF CONTACT?
Section 1A - Adult’s Regular Living Expenses
Gas
Electricity
Telephone
TV Licence
Mortgage Rent (Please select)
Insurances
Council Tax
Care Charges
Loan Repayments
Subscriptions
Food and Household Expenses
Clothing
Holidays
Other (please specify e.g. toiletries,
hairdressing, sweets, pocket money etc.)
TOTAL ANNUAL INCOME
£
ITEM
AMOUNT FREQUENCY
ANNUAL AMOUNT
Select
Select
OPG MP App Form 3 /6
Section 2 - Intended Use of Heritable Property
e.g. adult/adult's family/spouse will continue to live there or property to be sold or rented etc.
please give details.
Section 1 - Adult’s Regular Living Expenses
Gas
Electricity
Telephone
TV Licence
Mortgage Rent (Please select)
Insurances
Council Tax
Care Charges
Loan Repayments
Food and Household Expenses
Clothing
Holidays
£
ITEM
AMOUNT FREQUENCY
ANNUAL AMOUNT
Support for dependents
Other (please specify e.g. subscriptions,
toiletries, hairdressing, sweets, pocket
money etc.)
TOTAL ANNUAL EXPENDITURE
Satellite/Cable TV
60.00
720.00
60.00
720.00
0.00
0.00
0.00
0.00
400.00
400.00
0.00
5,000.00
60,000.00
0.00
0.00
0.00
50.00
600.00
0.00
Toiletries
50.00
600.00
0.00
Select
0.00
63,040.00
I intend to rent out the property for £1200 per month in order to pay towards my mother's care home fees. I
have sought the opinion of rental agencies in the local area who agree that this amount is in line with current
market conditions.
I am reluctant to sell the property as this has been in the family estate for 3 generations.
OPG MP App Form 4 /6
Section 3 - Proposed method of
Investment / Disposal of Moveable Assets
Is the moveable estate under £50,000?
Is the moveable estate over £50,000?
Is the moveable estate over £50,000, nancial advice is enclosed?
Is the moveable estate over £50,000, nancial advice is to follow?
In order to maintain the adult’s lifestyle and expenditure as appropriate and maximise the return from their
income and investments, use the space below to state what actions you propose to take. For example, with
regards to the adult’s bank/building society accounts do you intend to make any changes such as moving the
funds from one account to another type of account or perhaps intend making no changes at all?
If the adult has other income or investments such as stocks and shares, please outline below what you
propose to do. Also, if there is a shortfall between the adult’s annual income and expendit
ure, tell us
how you propose to deal with this.
✔
✔
OPG MP App Form 5 /6
Section 4 - Tax Planning Proposals
(Please note this must be in line with the wishes of the adult as far as they can be ascertained and Inland
Revenue Guidelines)
Section 5 - Proposals for Provision of Gifts e.g.
Birthday, Anniversary, Christmas etc.
NO OF PURPOSE AMOUNT FREQUENCY ANNUAL
RECIPIENTS AMOUNT
TOTAL ANNUAL GIFTS £
Section 6 - Other Proposals
The financial advisor has stated that no tax planning is required at this time.
4
Mr & Mrs Cedar and their children for birthdays
100.00
Yearly
400.00
4
Mr & Mrs Cedar and their children for Xmas
100.00
Yearly
400.00
1
School ski trip for grandchild, Emily
300.00
One off
300.00
Select
0.00
Select
0.00
Select
0.00
Select
0.00
Select
0.00
Select
0.00
1,100.00
If there is to be a further school trip for grandchild Nathan, we will write to your office to request the funds.
OPG MP App Form 6 /6
Section 7 - Proposals for Contact with Adult
and/or any other relevant persons
possible, it is good practice to meet the adult, nearest relative, primary carer, social worker, named person
Signature of Financial Guardian(s)
(Please note where more than one financial guardian is appointed all require to sign and date below)
FINANCIAL GUARDIAN DATE
FINANCIAL GUARDIAN DATE
FINANCIAL GUARDIAN DATE
THE FORM IS NOW COMPLETE, PLEASE PRINT IT AND SEND IT TO:
The Office of the Public Guardian
Hadrian House
Callendar Business Park
Callendar Road
Falkirk
FK1 1XR
DX: 550360 Falkirk 3
LP: LP-17 Falkirk
Telephone: 01324 678300
Fax: 01324 678301
E-mail: opg@scotcourts.gov.uk
Website: www.publicguardian-scotland.gov.uk
Vers
i
o
n
4
September
2
0
1
6
I visit my mother every week and attend regular quarterly review meetings with the care staff and her social
worker.
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C-management Plan Mrs Cedar Management Plan (Office of the Public Guardian)

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Completed 15 July 2020

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