{"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":"limitacoes-impostas-aos-procuradores-ao-abrigo-de-procuracoes-duradouras-no-que-diz-respeito-a-concessao-de-doacoes","status":"publish","type":"insight","link":"https:\/\/rfblegal.co.uk\/pt\/percepcoes\/limitacoes-impostas-aos-procuradores-ao-abrigo-de-procuracoes-duradouras-no-que-diz-respeito-a-concessao-de-doacoes\/","title":{"rendered":"Limita\u00e7\u00f5es impostas aos mandat\u00e1rios ao abrigo das procura\u00e7\u00f5es duradouras no que diz respeito \u00e0 realiza\u00e7\u00e3o de doa\u00e7\u00f5es"},"content":{"rendered":"

Lasting Powers<\/a> of Attorney for propriedade<\/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

Data: 28 de janeiro de 2022<\/p>\n\n\n\n

As procura\u00e7\u00f5es duradouras relativas a bens e assuntos financeiros conferem aos procuradores amplos poderes para gerir os bens do outorgante. No entanto, tal como explica Katharine Whittingham, o recente processo Chandler v Lombardi confirma que esses poderes n\u00e3o se estendem necessariamente \u00e0 realiza\u00e7\u00e3o de doa\u00e7\u00f5es.<\/strong><\/p>\n\n\n\n

Chandler v Lombardi concerns a donor who had made a vontade<\/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

A doadora reuniu-se com os advogados em duas ocasi\u00f5es em 2016, quando manifestou as suas inten\u00e7\u00f5es relativamente ao im\u00f3vel, embora a filha estivesse presente em ambas as ocasi\u00f5es.<\/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 apoio<\/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

O filho do doador contestou a validade da transfer\u00eancia. O doador faleceu antes da audi\u00eancia no Tribunal Superior, na qual o juiz determinou que o procurador n\u00e3o tinha nem o poder nem a autoridade para doar uma parte do im\u00f3vel. A transfer\u00eancia foi declarada nula e o im\u00f3vel voltou a fazer parte do patrim\u00f3nio do doador.<\/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

Se o doador tiver vontade e capacidade para fazer uma doa\u00e7\u00e3o, nada o impede de o fazer pessoalmente, mesmo que um advogado j\u00e1 esteja a gerir os seus bens e assuntos financeiros.<\/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

Ao assinar uma procura\u00e7\u00e3o duradoura, o procurador declara que compreende o seu dever de agir de acordo com os princ\u00edpios da Lei sobre a Capacidade Mental de 2005 (MCA 2005) e do C\u00f3digo de Pr\u00e1ticas da referida lei. Compete-lhe, portanto, assegurar-se de que compreende o que isso implica.<\/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 Cliente particular<\/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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