Court of protection

Expert support during sensitive times

Navigate the legal and financial complexities of the Court of Protection with expert precision and genuine care - protecting futures and giving you lasting peace of mind.

Dealing with a Court of Protection order can feel overwhelming - especially when it’s happening during a difficult or emotional time. At Finura, we understand the personal impact these situations can have, and we’re here to support you with expert guidance and empathy.

Financial planning aligned with legal duties

We work closely with your entire support network – including solicitors, accountants, and healthcare professionals – to deliver financial planning that is coordinated, compliant, and always in the individual’s best interests.

Our support includes:

Reviewing and managing assets in line with Court of Protection guidelines
Optimising income and expenditure for long-term care needs
Using tax-efficient strategies to protect wealth, planning for unexpected expenses
Maintaining the highest possible quality of life

Providing direction and reassurance

Whether you’re applying to become a Deputy, acting under an existing order, navigating complex care or financial decisions, we help you fulfil your legal responsibilities with confidence, compassion, and clarity.

Protecting wealth and peace of mind

Our approach combines technical financial planning with genuine compassion. We’re here to relieve pressure, reduce complexity, and provide reassurance that everything is being taken care of - ethically, legally, and in the right spirit.

Talk to us about Court of Protection planning

Court of Protection FAQs

What is a Court of Protection order, and when is it needed?

A Court of Protection order appoints someone (a Deputy) to manage the finances or welfare of individuals who lack mental capacity. It’s essential when someone can’t make informed decisions due to illness, injury, or cognitive impairment.

How does Finura support Deputies?

We guide you through the process of becoming a Deputy, preparing financial plans, managing assets, and liaising with solicitors. Our experienced team will help you meet all legal and reporting requirements so you can focus on your loved one’s wellbeing.

What are the responsibilities and limits of being a Deputy?

As a Deputy, you must manage finances in the individual’s best interests, including budgeting, paying bills, planning care costs, and investing prudently. All actions must be reported to the Court of Protection and comply with their guidelines.

How does Finura ensure compliance while investing the assets?

We structure and review investments to meet Court of Protection requirements, focusing on income and liquidity. We prepare transparent financial reports and work hand-in-hand with legal advisors to ensure robust compliance.

Are there tax planning opportunities for Court of Protection Deputies?

Yes - we help maximise allowances, optimise tax positions, and plan for inheritance tax, all while keeping the individual’s best interest at heart and complying with court rules.

Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. For guidance, seek professional advice. The Financial Conduct Authority does not regulate tax planning.