Deputyship Classroom: Managing Deputyship with Confidence

Speakers

Richard Shearing
Senior Partner
EMG Solicitors
Richard is a seasoned lawyer with a dedicated focus on assisting vulnerable clients.
UK
Ian Macara
Senior Partner
EMG Solicitors
Ian Macara is a distinguished legal professional recognised for his expertise.
UK
Webinar date: July 23, 2026 12:00 pm
Webinar length: 48 minutes
Type:  Recorded
CPD: 1

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Deputyship standards provide the foundation for effective and accountable practice, helping deputies balance compliance obligations with person-centred decision-making.

As expectations from the Office of the Public Guardian continue to evolve, it is essential that deputies understand not only what the standards require, but how they can be applied in practice.

In this webinar, Ian Macara and Richard Shearing explore how deputies can approach complex decisions, manage financial and property matters, work collaboratively with professionals, and ensure their actions remain rooted in the principles of the Mental Capacity Act.

Key themes include:

  • Understanding deputyship standards and current OPG expectations
  • Capacity, LPAs and best interest decision-making
  • Statutory wills, testamentary capacity and inheritance planning
  • Property management and key deputyship responsibilities
  • Financial management, investment decisions and care funding considerations
  • Accessing specialist advice, collaboration and compliance best practice

This session offers valuable guidance for local authority deputies, professional deputies and practitioners looking to strengthen their understanding of deputyship standards and navigate complex situations with greater confidence.

Host

Dave Lockwood
Senior Public Sector Client Relationship Manager
Finders International
Dave is a former Deputy Decision Maker appointed by the Court of Protection in England and Wales. Dave’s experience comes from working in four diverse local authorities across London and the South East, dealing with varied services, ongoing legislation changes and increased workloads with decreasing resources; managing expectations from both the public and internal colleagues. Not only does Dave have experience of acting as a Deputy under the Court of Protection, he is also well versed in the complexities of dealing with the statutory obligation of providing funerals under the Public Health Act. Dave is also one of the founding members and former chair of APAD (The Association of Public Authority Deputies).

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