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Original poster

Self Assessment Pensioner

4 replies

BonBon10 · 16/06/2023 20:36

Hi, I have COP deputyship for my dad's finances and property. I sold his property to pay for his care, he has dementia and in a care home. Do I need to complete a self assessment for him? his state pension and private pension take him just over the personal tax allowance

OP posts:
WuTangGran · 17/06/2023 01:53

This page refers to your situation: https://www.gov.uk/appoint-tax-agent

About halfway down:
“If you’re ever unable to make decisions for yourself in the future but you have not given someone power of attorney, another person can set up a property and financial affairs deputyship instead. They will then be able to manage your tax affairs.”

Deputies: make decisions for someone who lacks capacity

How to become and act as a Court of Protection deputy - eligibility, responsibilities, how to apply, fees, supervision and when your deputyship ends.

https://www.gov.uk/become-deputy

largeagegapWLW · 17/06/2023 07:56

His private pension will be taxed under PAYE. ie. Uses his tax code and his tax code will restrict his allowances by his state pension. Therefore no need to submit a return.

Original poster
BonBon10 · 17/06/2023 13:20

Thank you largeagegapWLW, strangely 🙂I received a letter from my dad's PP this morning detailing his annual increase and deductions for tax that will be made

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Original poster
BonBon10 · 17/06/2023 13:22

Thank you

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