UK LPA Attorney Records · OPG-Format Accounting · Transparent Pricing

Keep records the Office of the
Public Guardian
actually expects

UK-LPA helps financial attorneys under a Lasting Power of Attorney keep OPG-format annual accounting records — tracking income, expenditure, and s.12 gifts in British English, with transparent pricing and UK tax-year dates.

See a sample OPG report →
✓OPG-ready annual accounting format
✓One-time annual licence · UK tax-year dates (6 Apr – 5 Apr)
✓s.12 MCA 2005 gift tracking with IHT exemption
🇬🇧
OPG Annual Accounting

Margaret Davies — Property & Financial Affairs LPA

Donor: Margaret Davies · Attorney: James Davies
✓
OPG-Format Accounting — Ready to File
Mental Capacity Act 2005 · England & Wales
Total Income (FY)
£18,420.00
Total Expenditure
£14,280.00
Gifts this tax year (s.12 MCA 2005)£250/£300 exempt
IHTA 1984 s.19 — £250 per recipient per UK tax year exempt from IHT
Fiscal year: 6 Apr 2026 – 5 Apr 2027OPG fee: £82

Compliance standards we meet

✓Mental Capacity Act 2005✓Office of the Public Guardian guidance✓IHTA 1984 s.19 (£250 gift exemption)✓England & Wales full support · Scotland record-keeping✓Local-first encrypted vault
Why UK-LPA

The OPG can ask for records
at any time — be ready

Under the Mental Capacity Act 2005, attorneys must keep proper records of their decisions and transactions. The Office of the Public Guardian can request these at any time — and “I didn’t keep records” is not a defence.

01 · Record

OPG-format ledger

Track income (State Pension, benefits, interest) and expenditure (care home fees, utilities, gifts) in the format the OPG expects — with British English and £ amounts.

02 · Track

Gift monitoring (s.12 MCA 2005)

Log gifts against the £250-per-recipient-per-tax-year IHT exemption. The system flags when you approach the limit and cites IHTA 1984 s.19.

03 · Report

OPG-ready accounting PDF

Generate an annual accounting PDF in OPG format with fiscal-year dates (6 April – 5 April), ready to submit or show to the OPG if asked.

How it works

From first decision to OPG-ready report

No solicitor required — just record what you actually did.

01

Set up the donor

Enter the donor’s name, LPA type (Property & Financial Affairs or Health & Welfare), and jurisdiction (England & Wales, Scotland, NI).

02

Record transactions

Log income and expenditure in £ with UK categories (care home fees, Council Tax, benefits). Track gifts separately.

03

Track gifts

Monitor s.12 MCA 2005 gifts against the £250 IHT exemption per recipient per UK tax year (6 April – 5 April).

04

Export & submit

Generate an OPG-format annual accounting PDF. Submit to the OPG or keep on file for when they ask.

OPG-ready
Annual accounting format
USD
Transparent pricing · UK tax-year dates
s.12 MCA
Gift tracking with IHT exemption
E&W + Scotland
Full support (NI: EPA only — see coverage)
Pricing

One licence per donor — annual or subscription

Free to try · no credit card · recording stays free forever · subscriptions renew automatically and can be cancelled anytime via the billing portal.

Annual
$49 / yr

Per attorney, per donor. Full access to ledger, gift tracking, and OPG-format PDF export. Renew annually.

Annual subscription
$49 / yr

Everything in the annual licence, plus quarterly CHC review reminders and the care-funding review export pack.

Free
Free

Every feature unlocked during the 14-day trial. PDF export requires an annual licence or subscription after the trial. Try the full workflow before paying.

See full plan comparison →

Recording is always free · Annual license activates at purchase · Payments by Creem (Merchant of Record)

Before the OPG asks,
have your records ready

Start recording today — recording is free forever; paid plans unlock OPG-format PDF export.