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Writer's pictureMartyn Dawes

Do Local Authorities Check Deprivation of Assets for Care Fees?


Many people and families look for ways to safeguard their assets when it comes to covering care home expenses. One popular approach is asset deprivation. Nevertheless, local authorities are familiar with this strategy and have strict protocols to detect any intentional efforts to evade care home costs.


Understanding Deprivation of Assets to avoid care Home Fees

Deprivation of assets occurs when an individual deliberately reduces their wealth to avoid paying for care fees. This can include transferring property, gifting money, or spending large sums on non-essential items. While it may seem like a viable option for care fees planning, it's important to understand that local authorities have robust systems in place to detect such actions.


Legal Framework

Local authorities function under the legal guidelines established by the Care Act 2014 and its related regulations and guidance. The Act offers specific instructions on defining asset deprivation and the appropriate actions to be taken in case of suspicion. According to these regulations, if an individual is discovered to have intentionally disposed of assets in order to evade care costs, the local authority is empowered to consider them as still possessing those assets.


Financial Assessments

One of the primary methods used by local authorities to check for deprivation of assets is through financial assessments. When an individual applies for financial support for care fees, they must undergo a means test. This test examines their income, savings, and other assets.


Detailed Scrutiny

During this assessment, local authorities will scrutinise financial records. They will look at bank statements, property ownership records, and any significant transactions made over a certain period—often up to seven years or more prior to the application.


Red Flags

Certain actions can raise red flags during these assessments:

  • Large cash withdrawals

  • Transfer or sale of property below market value

  • Significant gifts or loans

  • Unusual spending patterns

If any such activities are detected, further investigation will be conducted.


Investigative Measures

Local authorities employ various investigative measures to ensure that all information provided during financial assessments is accurate and truthful.


Interviews

Interviews with applicants and their family members are common. These interviews aim to gather more information about any significant transactions or changes in asset ownership.


Cross-referencing Data

Local authorities often cross-reference data with other government departments such as HM Revenue & Customs (HMRC) and Land Registry. This helps them verify property ownership details and track any discrepancies in reported income or asset transfers.


Professional Advice

Local authorities may, in certain situations, consult with financial experts or solicitors who specialize in elder law for professional advice. These experts can offer valuable insights into intricate financial matters that may not be readily apparent during the initial evaluations.


Consequences of Deprivation of Assets

If a local authority concludes that an individual has deliberately deprived themselves of assets with the intention of avoiding care fees, there are several consequences:


Financial Penalties

The individual may be treated as still owning those assets when calculating their contribution towards care costs. This means they could end up paying more than anticipated out-of-pocket expenses for their care needs.


Legal Action

In extreme cases where fraudulent activity is suspected or proven beyond doubt; legal action could be taken against those involved in orchestrating such schemes—resulting potentially severe penalties including fines or imprisonment depending upon severity & nature offences committed under applicable laws governing fraud/theft etcetera within jurisdiction concerned (e.g., UK).


Ethical Considerations

While it might seem tempting at first glance to attempt circumventing rules governing payment of care fees, using strategies like asset-deprivation; ethical considerations must also factored into equation before making decisions affecting the long-term welfare of loved ones requiring specialised medical attention/support services.


  1. Quality Care: Ensuring highest possible standards maintained throughout duration stay remains paramount importance regardless cost implications involved.

  2. Fairness: Contributing fairly towards communal resources ensures sustainability system designed help most vulnerable society receive necessary assistance without undue burden placed upon taxpayers/public funds.

  3. Peace Mind: Knowing arrangements made transparently ethically allows families focus emotional well-being rather than worrying potential repercussions arising from questionable practices employed circumvent legitimate obligations owed community-at-large ensuring equitable distribution available resources amongst deserving beneficiaries thereof accordingly.



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