We thought it would be helpful to put together a list of considerations to help deputies and trustees make this important decision for their personal injury (PI) and Court of Protection (COP) clients.

Rebecca Bristow of Shoosmiths has kindly contributed a piece on statutory wills and their importance when planning for the future.

As they enter their 30th anniversary year, we spoke to Lisa Turan, CEO at CBIT about the impact COVID and lockdown has had on the work of the charity. 

As the decision maker for the underlying client, it is important deputies and trustees are comfortable with and fully understand how the funds are being managed. 

Over the longer term, it can have significant effects on the purchasing power of a portfolio. This is particularly pertinent for personal injury and Court of Protection (PI/COP) clients who usually have an irreplaceable pot of money which needs to support them for life.