Court of protection & trustee advice

Grosvenor Butterworth has extensive experience and long standing relationships with many professionals and clients through dealing with the Court of Protection, the Office of Public Guardian (OPG) and the Court Funds Office.

Our Senior Consultants have worked with existing Deputies and professional Deputies who utilise our expertise as part of a complete service that we offer to handlers of all forms of financial awards ranging from clinical negligence to personal injury, dealing with smaller awards to multi-million Pound cases.

The ability to structure bespoke investment portfolios, Court of Protection approved portfolios and the provision of Trustee investments, including aiding the Trustees in constructing a compliant investment policy statement to fulfil their regulatory duties, ensures that the Court of Protection’s objective of satisfying the best interests of the person who lacks capacity is efficiently and effectively met.

Senior Consultant Neil Proctor gives his account of working alongside legal professionals & deputies:

"Over recent years my specialist knowledge in providing financial advice to legal professionals, working alongside Deputies and professional Deputies has seen an increasing need for bespoke solutions to meet the varying needs of their clients.

This area of financial advice requires an understanding of the roles of Deputies in addition to having the knowledge of legal responsibilities and moral duties these professionals encounter whilst representing quite often, very vulnerable parties at extremely difficult times in their lives.

Incorporating the complexity of potential tax implications, along with the flexibility to adapt to life’s demands as well as often drastic circumstantial changes can be very challenging while still meeting the Court of Protection’s outline of desired outcomes from the professional associate it appoints. However experience allows me to create tailored financial planning solutions that facilitates a full spectrum of advice for the benefit of the client."

Learn more about the role of the Court of Protection

Back to top

Contact us with your enquiry, or request a call back for consultation.





* = required fields