Hi, my name is Dixon61! Query about being a financial appointee — Scope | Disability forum
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Hi, my name is Dixon61! Query about being a financial appointee

Dixon61
Dixon61 Community member Posts: 4 Listener
edited August 2 in Benefits and financial support

Hello, I am hoping someone may be able to help. I have an older brother with severe learning disabilities. He lives in residential care and is funded by Continuing Healthcare. He now receives a state pension and I am financial appointee for him.

My question is what happens to his money when he passes away? It's not going to be a huge amount of money so going to the Court of Protection seems a bit heavy handed. I am keen to spend his money to improve his quality of life but I am meeting opposition from other family members.

Thanks in advance

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  • Hannah_Scope
    Hannah_Scope Posts: 5,831 Disability Gamechanger
    Hello @Dixon61

    Welcome to the community! :) I hope you are well? 

    Citizen's Advice has an information page on Dealing with the financial affairs of someone who has died. I think it would be useful to read. You could even reach out to them for more specific advice. If you are meeting opposition from family, this webpage says a solicitor may be necessary, and Citizen's Advice can advise with finding legal representation too. 
    Hannah - She / Her

    Online Community Coordinator @ Scope

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  • Dixon61
    Dixon61 Community member Posts: 4 Listener
    Thank you Hannah. I am going to try CAB.
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  • Hannah_Scope
    Hannah_Scope Posts: 5,831 Disability Gamechanger
    Let us know how you get on :) 
    Hannah - She / Her

    Online Community Coordinator @ Scope

    Concerned about another member's safety or wellbeing? Flag your concerns with us.
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  • Dixon61
    Dixon61 Community member Posts: 4 Listener
    I will. 
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  • Chloe_Scope
    Chloe_Scope Posts: 10,586 Disability Gamechanger
    Hi @Dixon61 and welcome to the community. I work within the content team at Scope who write the information and advice pages. We have actually just finished a group of pieces about what happens when someone dies. I hope you find these helpful.

    • Making a will which looks at making a will, mental capacity and what happens if you die without a will.
    • Trusts and inheritance which looks at leaving money to a disabled person, a disabled persons trust and what happens when you inherit money.

    You mentioned that you are keen to spend his money to improve his quality of life but are meeting opposition from other family members, is his money currently in a trust? I ask this because I wondered if the opposition was from trustees.

    It sounds like you have your brothers best interests at heart and just want to use the money for him. Are there any examples that they have said no to? 

    I hope this helps, and please let us know how you get on. :)


    Scope

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  • L_Volunteer
    L_Volunteer Community Volunteer Adviser, Scope Member Posts: 7,979 Disability Gamechanger
    Have you managed to contact these resources yet @Dixon61? I am just wondering if you would like to share a little more with us about how this has gone for you and if we can do anything to support you further if you have  :)
    Community Volunteer Adviser with professional knowledge of education, special educational needs and disabilities and EHCP's. Pronouns: She/her. 

    Please note: if I use the online community outside of its hours of administration, I am doing so in a personal capacity only.
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  • Dixon61
    Dixon61 Community member Posts: 4 Listener
    I am waiting to hear back from a Solicitor. I was hoping to have heard by now. I'll let you know when I have an update
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