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Court of Protection - Deputyships Health & Welfare Are you or a loved one unable to make important decisions about health and welfare? The Court of Protection is here to help. From brain injuries to learning disabilities, our team can appoint someone to act on your behalf or ensure specific actions are taken. Trust Argo's experienced advisers for guidance and support with Court of Protection applications. Let us provide the necessary support for those who need it most. Unlock the Power of Property and Affairs Deputyship ​ Property and Affairs Deputyship is typically the go-to application for the Court of Protection. Whether it's managing everyday financial tasks or major decisions like selling a house or handling lottery winnings, this authority allows someone to make essential choices on behalf of those unable to do so themselves. No judge necessary for simple cases - an administrative officer can handle it efficiently. Appointment of New Trustee Looking for a new trustee for your trust? Don't wait until it's too late! Ensure your trust is secure and in capable hands by acting now. Whether due to the original trustees health, age, incapacity or other personal reasons, having the right number of trustees is crucial when making decisions like investing monies or selling properties. Let us help you navigate this process smoothly and efficiently. Making a Gift under a Deputyship? Making a gift from someone who lacks capacity can be a tricky process. While some gifts can be made by an deputy, there are very limited options available. Any other gifts must be approved by the Court of Protection. This involves an application process that outlines the reasons for the gift, as well as the financial implications it may have on the individual. Evidence must be provided to show that the gift is in the best interest of the person in question. At Argo, we only make applications that we feel are likely to succeed. We can assist with every step of the process, including completing the application papers, serving documents, and liaising with the relevant parties. So if you need to make a gift on behalf of someone's property and affairs, rest assured that we have the expertise to help. Can I tax plan under a deputyship? ​ For individuals lacking capacity, there is still a possibility for their estate to be managed in a tax efficient way to reduce inheritance tax and capital gains tax. This can be accomplished through an application to the Court of Protection for permission to give assets away as part of property and affairs tax planning. The process involves providing detailed information to the Court to evaluate whether or not it is in the best interests of an individual. Prior to approval, a significant benefit to the estate must be demonstrated, and adequate assets must remain within the estate for long-term care needs. Reports and before-and-after scenarios must also be presented. Overall, the process is complex and requires careful consideration of all factors involved. Can I make a Will under a deputyship? ​ Making a will can be a daunting task, but it's something that everyone should consider as they grow older. If you lack capacity or haven't made a will yet, you're not alone. The Court of Protection can help with a special kind of will known as a statutory will. This type of will is a legal document that outlines your wishes for your property and affairs. The process of making a statutory will involves drafting a will and having it approved by the Court. Family members and potential beneficiaries will need be contacted to ensure that everyone is aware of the proposed terms. If there are any objections to the new will, a hearing will be required to determine the exact terms. With the help of the Court of Protection and Argo, you can make sure that your last wishes are respected, no matter what your circumstances may be. ​ Things to think about ​ Embarking on a Court process can seem daunting, especially when it comes to matters concerning the Court of Protection and property and affairs. ​ While deputyship applications are usually straightforward, situations can arise where hearings become necessary. Applications for making gifts, entering into tax planning, and statutory wills all increase the likelihood of such hearings. In cases where there are objections to an application, costs can quickly escalate, with hearings and expert evidence contributing to the strain. It is essential to seek advice before making any application to the Court of Protection. With our expertise, we can guide you through the process and let you know if it's the right decision for you. The last thing anyone needs is an unexpected costs bill from a lawyer. ​ That's why we are here - not just to prepare the application but to advise on whether it is a good idea to begin with! Important Notice: Deputyship applications for Property & Affairs and Health & Welfare are distinct, with separate costs for each. Unlock the support you need with Property & Affairs Deputyship. Ready to learn more about how Argo Life & Legacy can guide you? ​ ​ start a conversation with our dedicated team. Click here

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We are more than just legal... Argo is different to other law firms Client questionnaire At Argo Life & Legacy, we take pride in always being there for our clients. We believe that everyone deserves access to quality legal advice and guidance when they need it most. This is why Argo has a range of support services alongside our legal services, which ensure you'll get personalised service and care from people who know the challenges you face! ​ Our Legal Services ​ Wills • Trusts • Lasting Powers of Attorney (LPAs) • Deputyships • Court of Protection • Care Planning • Tax Planning • Personal Affairs• Estate Planning • Estate Administration • Probate Specialists ​ We are a highly skilled company with experience in all things legal and how it applies to you and your family. We're here for total support throughout your life. You're more than just a number to us. ​ ​ Our Social & Wellbeing Services ​ Benefits Advice • Argo Lifeline • Funeral Plans • Argo Life Support ​ You and your family are valuable. We provide the tools and training on how to protect these most precious things. We know you want to make decisions for yourself, but it's important to think about what will happen if something goes wrong in the future. What if there isn't an appropriate person who can help you plan ahead so you're not left vulnerable by an illness or physical impairment? ​ Start your life planning today... The right place to start your life planning is with a question. Many people have some idea of what they need. Others can't decide on the best course of action until it's too late! What do you want? Argo has created easy-to-follow advice that will help anyone bring their plans together without wasting time or trying countless options at once (or worse yet - making mistakes). You deserve peace of mind to know these issues are covered. So stop worrying. Book yourself for a FREE 15 min session today ! Free downloadable guides Apply Here Our NEW Dementia Protection Plan Download here or book your FREE 15 minute review Book here The best way to care for your loved ones is with Argo Life & Legacy ​ ​FREE 15 minute consultation (phone or video) Appointments available evening and weekends Nationwide coverage We come to you. Home visits as standard (no extra charge) Hospital visits Time critical will service Save the stress of travel or finding us You'll be able to relax in your own home while we do all the work for you and your loved ones.

Court of Protection - Deputyships Property and Affairs The Court of Protection was established with the intention of looking after the affairs of those who are unable to make decisions for themselves with regards to their property and affairs. This could be due to a number of reasons, from serious brain injuries to learning disabilities. In such cases, the Court can make a variety of orders to appoint someone to act on the individual's behalf or direct that a specific action takes place. These actions could include financial matters such as daily administration, tax planning, making a gift, and acting as a trustee. Argo has a team of skilled advisers who are equipped to offer guidance and support with any financial application to the Court of Protection. It is essential to have all the necessary support and advice in place for individuals who lack capacity to make these decisions themselves, and the Court of Protection serves as the perfect solution. Unlock the Power of Property and Affairs Deputyship ​ Property and Affairs Deputyship is typically the go-to application for the Court of Protection. Whether it's managing everyday financial tasks or major decisions like selling a house or handling lottery winnings, this authority allows someone to make essential choices on behalf of those unable to do so themselves. No judge necessary for simple cases - an administrative officer can handle it efficiently. Appointment of New Trustee Looking for a new trustee for your trust? Don't wait until it's too late! Ensure your trust is secure and in capable hands by acting now. Whether due to the original trustees health, age, incapacity or other personal reasons, having the right number of trustees is crucial when making decisions like investing monies or selling properties. Let us help you navigate this process smoothly and efficiently. Making a Gift under a Deputyship? Making a gift from someone who lacks capacity can be a tricky process. While some gifts can be made by an deputy, there are very limited options available. Any other gifts must be approved by the Court of Protection. This involves an application process that outlines the reasons for the gift, as well as the financial implications it may have on the individual. Evidence must be provided to show that the gift is in the best interest of the person in question. At Argo, we only make applications that we feel are likely to succeed. We can assist with every step of the process, including completing the application papers, serving documents, and liaising with the relevant parties. So if you need to make a gift on behalf of someone's property and affairs, rest assured that we have the expertise to help. Can I tax plan under a deputyship? ​ For individuals lacking capacity, there is still a possibility for their estate to be managed in a tax efficient way to reduce inheritance tax and capital gains tax. This can be accomplished through an application to the Court of Protection for permission to give assets away as part of property and affairs tax planning. The process involves providing detailed information to the Court to evaluate whether or not it is in the best interests of an individual. Prior to approval, a significant benefit to the estate must be demonstrated, and adequate assets must remain within the estate for long-term care needs. Reports and before-and-after scenarios must also be presented. Overall, the process is complex and requires careful consideration of all factors involved. Can I make a Will under a deputyship? ​ Making a will can be a daunting task, but it's something that everyone should consider as they grow older. If you lack capacity or haven't made a will yet, you're not alone. The Court of Protection can help with a special kind of will known as a statutory will. This type of will is a legal document that outlines your wishes for your property and affairs. The process of making a statutory will involves drafting a will and having it approved by the Court. Family members and potential beneficiaries will need be contacted to ensure that everyone is aware of the proposed terms. If there are any objections to the new will, a hearing will be required to determine the exact terms. With the help of the Court of Protection and Argo, you can make sure that your last wishes are respected, no matter what your circumstances may be. ​ Things to think about ​ Embarking on a Court process can seem daunting, especially when it comes to matters concerning the Court of Protection and property and affairs. ​ While deputyship applications are usually straightforward, situations can arise where hearings become necessary. Applications for making gifts, entering into tax planning, and statutory wills all increase the likelihood of such hearings. In cases where there are objections to an application, costs can quickly escalate, with hearings and expert evidence contributing to the strain. It is essential to seek advice before making any application to the Court of Protection. With our expertise, we can guide you through the process and let you know if it's the right decision for you. The last thing anyone needs is an unexpected costs bill from a lawyer. ​ That's why we are here - not just to prepare the application but to advise on whether it is a good idea to begin with! Important Notice: Deputyship applications for Property & Affairs and Health & Welfare are distinct, with separate costs for each. Unlock the support you need with Property & Affairs Deputyship. Ready to learn more about how Argo Life & Legacy can guide you? ​ ​ start a conversation with our dedicated team. Click here

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Complaint Resolution Policy As a company we never want to get to the point at which you feel you need to complain about the work we have completed for you. We do understand however that things can go wrong. In order to ensure that you think we take complaints seriously ​ We have appointed a complaints officer, Kevin Collier, to act as your point of contact within the team. We understand that you may not wish to make a formal complaint but express your dissatisfaction with something we have done. We would like to reassure you that if you are unhappy with something we have done this will not prejudice any further work you may wish us to do on your behalf and will not incur costs. ​ We will always try to resolve your complaint at the earliest opportunity but we want to set out in writing how we will do this. ​ This is Argo’s resolution procedure 1. For complaints by telephone, we will try to deal with the matter there and then but if that is not possible we will ask you to put the details in writing and the following procedure will be followed. ​ 2. Within forty eight working hours of receipt of a written complaint it will be recorded in our central register. We will send you a letter of acknowledgement and may ask you to confirm or provide further details or an explanation. We need to know why you are complaining, the circumstances that have lead you to complaint and what you are complaining about. Please initially refer your complaint to Kelly Collier. She will let you know the name of the person who will be dealing with your complaint once it has been received and reviewed. This will not be the person who has been managing work on your behalf within the office but an independent senior member of the Argo team. 3. We will then start to investigate your complaint internally. This may involve one or more of the following steps: a. We will ask the member of staff who acted for you to provide a report on the management of your case to our complaints officer. b. The complaints officer will also conduct a full review of your case, the correspondence and activities which have been undertaken on your behalf. c. The complaints officer will aim to send you a detailed written response within two weeks of receipt of your complaint setting out the results of their investigations and the options available to you to resolve your concerns , or d. If they are unable to reply within that period, they will let you have the proposed timetable for response. ​ 4. We would like the opportunity to discuss with you a resolution process so we will invite you to a meeting to discuss and hopefully resolve your complaint. Within forty eight working hours of the meeting the senior investigator will write to you to confirm what took place and any solutions that have been proposed. If eight weeks have elapsed from the date of your complaint, you may wish to refer this matter to ​ The Legal Ombudsman (LeO) P O Box 6167 Slough SL1 0EH tel: 0300 555 0333 email: enquiries@legalombudsman.org.uk web: www.legalombudsman.org.uk who offers a separate and independent scheme to resolve complaints. Strict time limits apply to the above process. We have eight weeks to try and resolve your complaint to your satisfaction before LeO can become involved. If you remain dissatisfied, you must refer the complaint to LeO within six months from the date of our final written reply to your complaint. You must take your complaint to LeO within six years from the date of our final written reply to your complaint or no more than three years from the date when you should have reasonably have known there was cause for complaint. You may also refer a complaint to ​ CILEx Regulation Room 301 Endeavour House West Park Silsoe Bedfordshire MK45 4HS tel: 01234 845 770 email: info@cilexregulation.org.uk web: www.cilexregulation.org.uk ​ if it is about the personal and professional conduct, rather than the service provided of a CILEx member including Student members, Associate members, Affiliate members, Graduate members, CILEx Fellows, CILEx Practitioners, Approved Managers, Compliance Managers and Authorised Entities. Alternative Dispute Resolution bodies such as Pro Mediate Limited UK Brow Farm, Top Road Frodsham Cheshire WA6 6SP tel: 0203 621 3908 or 07827 961 764 email: enquiries@promediate.co.uk web: www.promediate.co.uk exist which are competent to deal with complaints about legal services should both you and our firm wish to use such a scheme. I would encourage you to tell our regulator what you think of the service you have received. To do this visit www.cilexregulation.org.uk and complete the CILEx Regulation Client Survey in the section consumers. ​ Please note: 1. working days means any day other than Saturdays, Sundays and bank/national holidays 2. strict time limits apply to the above process. We have eight weeks to try and resolve your complaint to your satisfaction before LeO can become involved. If you remain dissatisfied, you must refer the complaint to LeO w ithin six months from the date of our written reply to your complaint. 3. The LeO Scheme covers client complaints or those complaining on behalf of a client who has a complaint. It does not extend to events prior to 6 October 2010. 4. You must take your complaint to LeO within six months of receiving a final response to your complaint and no more than six years from the date of act/omission or no more than three years from when you should reasonably have known there was cause for complaint. Finally, we need to advise you that all of our services are covered by professional indemnity insurance but only our probate services may be covered by CILEx Regulation’s Compensation Arrangements ​ Areas of Law Covered by insurance Covered by CILEx Compensation Scheme Social & Wellbeing advice Yes No Personal Affairs admin Yes No Court of Protection (COP) admin Yes No Lasting Powers of Attorney LPAs Yes No Trusts Yes No Wills Yes No Probate Yes Yes

Professional Indemnity Insurance

Our Accessibility Statement Accessibility Statement ​ This is an accessibility statement from Argo Life and Legacy Ltd. ​ Measures to support accessibility ​ Argo Life and Legacy Ltd takes the following measures to ensure accessibility of www.argolifeandlegacy.co.uk ​ Include accessibility as part of our mission statement Appoint an accessibility officer and/or ombudsperson Provide continual accessibility training for our staff ​ Conformance status The Web Content Accessibility Guidelines (WCAG) defines requirements for designers and developers to improve accessibility for people with disabilities. It defines three levels of conformance: Level A, Level AA, and Level AAA. www.argolifeandlegacy.co.uk is partially conformant with WCAG 2.1 level AA. Partially conformant means that some parts of the content do not fully conform to the accessibility standard. ​ Feedback We welcome your feedback on the accessibility of www.argolifeandlegacy.co.uk . Please let us know if you encounter accessibility barriers by contacting us by the following methods:- ​ Phone: 01622843729 E-mail: post@argolifeandlegacy.co.uk Visitor Address: First floor Cooks Barn, Turkey Mill Business Centre, Ashford Road, Maidstone, Kent, ME15 4PP Postal Address: First floor Cooks Barn, Turkey Mill Business Centre, Ashford Road, Maidstone, Kent, ME15 4PP ​ We try to respond to feedback within 5 working days. ​ Privacy Statement - Jan 2019 download our Assessment Statement