Negotiating with local authority finance teams about deferred payment agreements – especially those that do not fit the standard criteria! Co-ordinating information between the client and the local authority to ensure that the property disregard period is applied and the deferred payment plan is put in place during this time period.
Supporting a client, as part of our professional deputy / attorney service, with the sale of his property. When Mr H moved permanently into a care home, he wanted to sell his property. I arranged meetings with estate agents to obtain valuations and after consultation with Mr H and his attorney, the property was put on the open market. I then itemised Mr H’s furniture and personal belongings that he had left in his house, including taking photographs, so that he could choose which furniture he wanted to keep and which he wanted to sell. As Mr H was unable to travel, he found it helpful to have pictorial reminders of his belongings, and was able to be in control of these important decisions. I also ensured that the terms of his property insurance was changed during the unoccupied sale period and that his council tax was waived during this time as well.