{"id":3498,"date":"2021-07-18T11:54:25","date_gmt":"2021-07-18T11:54:25","guid":{"rendered":"https:\/\/rfblegal.co.uk\/?post_type=insight&p=3498"},"modified":"2025-09-04T16:50:43","modified_gmt":"2025-09-04T16:50:43","slug":"limitations-du-pouvoir-des-mandataires-en-vertu-dune-procuration-durable-de-faire-des-donations","status":"publish","type":"insight","link":"https:\/\/rfblegal.co.uk\/fr\/perspectives\/limitations-du-pouvoir-des-mandataires-en-vertu-dune-procuration-durable-de-faire-des-donations\/","title":{"rendered":"Restrictions impos\u00e9es aux mandataires dans le cadre d'une procuration permanente en mati\u00e8re de donations"},"content":{"rendered":"

Lasting Powers<\/a> of Attorney for propri\u00e9t\u00e9<\/a> and financial affairs give attorneys wide powers to manage the donor\u2019s assets. However, as Katharine Whittingham explains, the recent case of Chandler v Lombardi confirms that these powers do not necessarily extend to making gifts.<\/p>\n\n\n\n

Date : 28 janvier 2022<\/p>\n\n\n\n

Les procurations permanentes pour les biens et les affaires financi\u00e8res conf\u00e8rent aux mandataires des pouvoirs \u00e9tendus pour g\u00e9rer le patrimoine du mandant. Cependant, comme l'explique Katharine Whittingham, l'affaire r\u00e9cente Chandler c. Lombardi confirme que ces pouvoirs ne s'\u00e9tendent pas n\u00e9cessairement \u00e0 la r\u00e9alisation de donations.<\/strong><\/p>\n\n\n\n

Chandler v Lombardi concerns a donor who had made a va<\/a> in 1993 leaving her home equally between her four children. One daughter was later appointed as her attorney for both her Property and Financial Affairs and Health and Welfare.<\/p>\n\n\n\n

La donatrice avait rencontr\u00e9 des notaires \u00e0 deux reprises en 2016 pour leur faire part de ses intentions concernant le bien immobilier, bien que sa fille ait \u00e9t\u00e9 pr\u00e9sente \u00e0 ces deux occasions.<\/p>\n\n\n\n

On the first occasion, the donor told the solicitor that she wished to transfer half the property to the daughter. The solicitor had concerns about<\/a> accepting these instructions and ultimately declined to act.<\/p>\n\n\n\n

The following month, she met with a solicitor at a different firm with a view to updating her will. An attendance note from the meeting recorded that she wished for her daughter to receive the property on her death. However, no changes were in fact made to her will, despite her GP having confirmed that he considered she had the capacity<\/a> to make a new will.<\/p>\n\n\n\n

After registration of the power of attorney<\/a>, the daughter consulted a solicitor in relation to the ownership of the property, stating that the donor had wished it to be transferred to her in return for her care and assistance<\/a>. In June 2018 she signed a transfer of the property into the joint names of herself and her mother using the power of attorney. By this time, the donor would not have had the capacity to make the gift<\/a> herself.<\/p>\n\n\n\n

Le fils du donateur a contest\u00e9 la validit\u00e9 du transfert. Le donateur est d\u00e9c\u00e9d\u00e9 avant l'audience devant la Haute Cour, au cours de laquelle le juge a estim\u00e9 que le mandataire n'avait ni le pouvoir ni l'autorit\u00e9 n\u00e9cessaires pour c\u00e9der une part du bien. Le transfert a \u00e9t\u00e9 d\u00e9clar\u00e9 nul et le bien a \u00e9t\u00e9 r\u00e9int\u00e9gr\u00e9 dans la succession du donateur.<\/p>\n\n\n\n

The judge pointed out that attorneys have very limited powers to make gifts on behalf of donors under Lasting Powers of Attorney. The Mental Capacity Act 2005 permits attorneys to make gifts to relatives and other people<\/a> connected to the donor only on customary occasions such as on birthdays and marriages and only where these are reasonable in value in relation to the size of the donor\u2019s estate. The court did not consider that a transfer of half the property fulfilled these conditions<\/a>.<\/p>\n\n\n\n

Si le donateur a la volont\u00e9 et la capacit\u00e9 de faire un don, rien ne l'emp\u00eache de le faire personnellement, m\u00eame si un mandataire g\u00e8re d\u00e9j\u00e0 ses biens et ses affaires financi\u00e8res.<\/p>\n\n\n\n

Where the donor lacks capacity and an attorney considers it would be in their best interests to make a gift falling outside the parameters of the authority given under the Mental Capacity Act 2005, the attorney can make an application to the Court of Protection<\/a> for an order giving authority for the gift to be made. The daughter claimed that she was not aware of the need to make a court application and had not been advised on this by the solicitor dealing with the transfer. This was not held to be a reasonable excuse.<\/p>\n\n\n\n

Lorsqu'il signe une procuration permanente, le mandataire d\u00e9clare comprendre qu'il est tenu d'agir conform\u00e9ment aux principes de la loi de 2005 sur la capacit\u00e9 mentale (MCA 2005) et au code de bonnes pratiques de cette loi. Il lui incombe donc de s'assurer qu'il en comprend bien les implications.<\/p>\n\n\n\n

If an attorney does make a gift on behalf of a donor on the basis of the powers set out in the Mental Capacity Act 2005, it is important to keep clear records of the date, recipient and value. This information may need to be provided to the Office of the Public Guardian in the event of a later challenge<\/a> to the validity of a gift.<\/p>\n\n\n\n

If you are looking for advice in relation to gifting or wish to make Lasting Powers of Attorney for either Property and Financial Affairs or Health and Welfare or an application to the Court of Protection, our Client priv\u00e9<\/a> department would be more than happy to assist you. Our team<\/a> can be contacted at\u00a0PrivateClient@rfblegal.co.uk<\/em><\/strong><\/a><\/p>\n\n\n\n

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