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Can you ever be too young to create a Lasting Power of Attorney?

If you are 18 or over and have mental capacity, you can create a lasting power of attorney (an LPA), which can be used to deal with such situations.

An LPA will ensure that the people you appoint as your attorneys can care for your health and welfare needs and your financial obligations. In the event of a recovery, you can assume control of your affairs again without terminating the LPA.

You can even use a property and financial affairs LPA while you have mental capacity. For example, you could authorise your attorney to make some payments from your account while you are out of the country or to sign certain documents on your behalf.

What is an LPA?

LPAs were introduced by the Mental Capacity Act 2005 (the Act). An LPA is a legal document that allows an individual to appoint one or more persons to act as their agent (i.e., attorney) to help them make decisions on their behalf and in their best interests if they’re incapacitated.

There are two types of LPA:

  1. a health and welfare LPA; and
  2. a property and financial affairs LPA.

You can appoint the same or different attorneys in each LPA.

If you lose mental capacity, your attorneys can only act under your health and welfare LPA. This type of LPA allows your attorneys to make decisions – yes, you guessed it – about your health and welfare, like whether you should stay in your own home or move into a care home, what medical treatment you should or shouldn’t have, and even down to what you eat, drink and wear.

Conversely, you can choose when your attorneys can act under a property and financial affairs LPA: either with your permission or only if you lose mental capacity. Various financial institutions recognise this type of LPA, allowing your attorneys to manage your bank accounts and investments and even sell your home. You do not need to have a lot of money to make this kind of LPA, and having it would allow your attorney to apply for any benefits you may be entitled to.

LPAs are invalid unless registered with the Office of the Public Guardian (the OPG).

Wouldn’t my family just take care of everything if something happened to me?

Your bank may not give your family access to your accounts if they have not been appointed as an attorney under a property and financial affairs LPA. This could mean they cannot meet your mortgage payments or any other financial obligations you might have. This could have a devastating impact on your family. In that situation, your next of kin must apply to the Court of Protection for a Deputyship order, a time-consuming and expensive process.

Regarding your health and welfare, while it is likely that doctors would discuss any treatment with your family, your family will not have a right to object to treatment. They can only do this if they have been appointed as an attorney. You cannot make an LPA if you no longer have mental capacity. Again, your family must apply to the Court of Protection for a Deputyship Order.

Can I create just one LPA?

Yes. The two LPAs are independent of one another. If you have appointed someone as an attorney for your health and welfare decisions, they will not automatically be entitled to manage your finances. It can be useful to have both LPAs as the attorneys can work together and utilise your finances to provide you with the best care.

How can I change my attorneys?

Once an LPA is created, you can only make a few changes to it. One of the permitted changes includes removing an attorney. However, if you wish to replace an attorney, you must revoke your LPA and create a new one. You will have to pay the registration fee(s) again.

Can I make my LPA without a solicitor?

While creating an LPA without a solicitor is cheaper, you will benefit from taking legal advice before creating such a powerful document giving people the right to make decisions on your behalf.

By obtaining legal advice, you can better understand the decisions an attorney can make on your behalf and ensure that your attorneys understand that they must follow the principles set out in the Act. This can ensure that your attorneys are not misusing their powers.

Further, your solicitor can ensure that any instructions and preferences included in your LPA are acceptable to the OPG. One of the main reasons why the OPG refuse to register an LPA is because someone has inserted a badly written restriction or instruction, which makes the LPA unworkable. If you do not insert anything in these sections, your attorney will be free to make any decision which follows the Act.

Your solicitor can suggest some instructions and preferences to insert that will safeguard you and your assets, e.g., producing annual accounts, restricting the sale of your property, or limiting the value of gifts your attorneys can make from your funds.

Contact James McMullan today if you would like to discuss LPAs and how we can help safeguard your future.

Note: This article is not legal advice; it provides information of general interest about current legal issues.


Death and taxes are said to be the two certainties of life…

It is thought that nearly 60% of adults in the UK do not have a will. Therefore, when the inevitable happens, and you have not created a will, your death creates an intestacy. This means that the assets and belongings in your sole name and your share of any assets in joint names are distributed in accordance with the Intestacy Rules.

Infochart The Intestacy Rules 2023 Update

For a larger image of the above picture, please click here.

While this outcome may suit some, the Intestacy Rules are not the most tax-efficient way to distribute your assets. Further, the rules can seem outdated and arbitrary as they do not cater to cohabiting couples or long-term relationships.

If you are cohabiting or in a long-term relationship, you must create a will to ensure that your partner (and any children) are catered for following your death.

Why make a will?

If the Intestacy Rules do not distribute your assets as you would like, you must create a will. This will give both you and your loved ones peace of mind. Losing a loved one is difficult enough. A will can provide loved ones with a form of security to know that they will be supported even after you are gone.

A will can go beyond the scope of financial aspects and appoint guardians to look after young children and manage their financial affairs.

In general, your finances and your will should be reviewed every 18 to 24 months and always on a major life-changing event such as a birth, marriage, divorce or death or an increase in wealth. Taking the time to think about your assets will also prompt you to think about the Inheritance Tax liability of your estate.

Taxes after death

In England and Wales, Inheritance Tax is charged on all your assets in your sole name and your share of any assets in joint names. The first £325,000 (the current Nil Rate Band) of your assets are charged at 0%, and the remaining balance is charged at 40%. The percentage of any unused nil rate band can be transferred to a surviving spouse or civil partner. Thus, with some simple tax planning, you can potentially double the Nil Rate Band to £650,000. Other reliefs and exemptions can reduce the value of your estate charged at 40%.

One way of doing this is by utilising your residential nil rate band (also known as the “additional threshold”). This relief can increase the value of the estate charged at 0% by £125,000. However, this relief is available subject to certain requirements being met. Speak to one of our estate planning solicitors to find out more.

Lifetime gifts

Another well-known estate planning technique is to make lifetime gifts. This is often referred to as the seven-year rule. Again, care should be taken when making lifetime gifts, as any gifts that are subject to a reservation (such as parents who gift their house to their children but reserve the right to live in it as if it’s their own) will be clawed back into the estate for Inheritance Tax calculation purposes. Further, there are occasions when HMRC can inquire about gifts made beyond the seven-year period. Ideally, both the donor and recipient of the gift should receive independent legal advice before making a gift to reduce Inheritance Tax liability.

Why instruct solicitors?

While creating an online “do it yourself” will is cheaper, a carefully crafted will and good estate planning advice will help you reduce your estate’s Inheritance Tax liability.

Good estate planning will ensure that you fully utilise the many other Inheritance Tax exemptions and reliefs available to you, which are not covered by this note due to their number.

Further, professional advice will reduce the risk of creating an invalid will, which does not fully comply with the requirements of the Wills Act 1837. A non-compliant will results in the whole estate being distributed under the Intestacy Rules. Similarly, a partial intestacy can also be created with a poorly drafted will. This means that some assets will pass under the will, and the remaining assets will pass under the Intestacy Rules.

Finally, there has recently been an increase in the number of claims made against an estate under the Inheritance (Provision for Family and Dependants) Act 1975. Individuals can claim under this act when they believe the Intestacy Rules or the will has not made a reasonable financial provision for them. It is important to consider this when making a will in an attempt to mitigate potential claims.

For more information, contact James McMullan today.

Note: This is not legal advice; it is intended to provide information of general interest about current legal issues.


New trade mark rules simplify counterfeit challenges

The EU Intellectual Property Office ruled that McDonald’s had not been able to prove genuine use of the name Big Mac as either a burger or restaurant name and that the trade mark they registered back in 1996 should be cancelled. This ruling opens the door to expansion for Galway-based Supermac as it can register its brand as a trade mark in the UK and Europe. McDonald’s had used the brand name’s similarity to Big Mac as a reason to block previous expansion outside Ireland, even though the Supermac company name had been based on the founder’s nickname when the food chain was established in 1978.

Commercial lawyer Victoria Holland said:

“This was a real David and Goliath case and demonstrates how important it is to protect your brand whatever your company size. It is also a good example of why you need to look ahead and anticipate where your company may go in future. If Supermac had registered their trade mark in other jurisdictions when they started out, they would have been in a stronger position when McDonald’s came along.”

The ruling in the case coincided with changes to UK trade mark law which came into force recently (14 January 2019) and saw amendments introduced to the Trade Mark Act 1994 as a result of the new EU Trade Marks Directive 2015/2436/EU. The Directive is focused on harmonising the law at the national level across member states and offers brand owners new ways to fight counterfeiting and misuse of trademarks within company names, as well as introducing new procedures for registration, renewal and restoration. Some of the key changes are:

  • marks can be represented in forms other than graphically, allowing online filing in electronic formats, so that sounds, multimedia, animation or holograms may all be registered. A graphical representation will still be required for registration under the international Madrid system;
  • technical function restrictions have been extended, so these apply not only to shape but also to any other characteristic which performs a purely technical function;
  • the Intellectual Property Office will no longer notify applicants if any conflicting trade mark has expired at the date of filing, meaning applicants need to conduct searches themselves for any trade mark that has expired less than a year before their application, as these could be restored or renewed;
  • proof of use, which may be used in any opposition proceedings, will no longer be effective from the date of publication but will instead be counted from the date of filing, which will need to be borne in mind when counting down for the challenge on the five-year period for non-use;
  • when owners believe counterfeit goods are being exported bearing their trade mark, they will no longer have to prove they are the right holder to detain the goods; instead, the burden of proof will be with the exporter to show that the holder does not own the right;
  • owners will have extended rights to act against those producing packaging, labels, or other materials to be used on counterfeits, even where the producer is unaware that they are acting without authority;
  • dictionary usage that identifies a trade mark as a generic term will be open to correction, including the option of a court order for amendment of a publication;
  • easier rules for restoration of a lapsed trade mark will require applicants to demonstrate only that the failure to renew was unintentional, where previously, a decision had to be made as to whether it was just to allow the renewal; and
  • the ‘own name’ defence for the use of an existing company’s name has been removed for company names, so in future, this will be an infringing act and will be allowed only for personal names.

Victoria added:

“The amendments to UK law are mainly straightforward and many people will have come across them as they have already been implemented into EU Trade Mark Law.

The one that may cause some controversy is the change to the own name defence as this is not being applied retrospectively, so we will have situations where long-standing companies continue to use a name that would fail under the new infringement provisions. We will have to see how the courts tackle this.”


Misbehaviour at the office Christmas party?

Whilst it would be hoped that most employees return to work following a Christmas break with nothing more remarkable than the post-Christmas blues, on occasion, employers can be dealing with the fallout from an office party disaster.

Employers can be held vicariously liable for discriminatory acts of employees – even if the event is held off-site and out of normal working hours.

The same can be said for liability for injury to a member of staff inflicted by another. Recently, in the case of Bellman v Northampton Recruitment Limited, the Court of Appeal ruled that a company was vicariously liable for the conduct of its Managing Director at a Christmas party following a physical attack on one of the employees by the MD, leaving the employee severely disabled.

In 2015, in an equally strange set of facts, a claimant brought an unfair dismissal claim in Westlake v ZSL London Zoo. At London Zoo’s Christmas party, zookeeper Ms Westlake got into a fight with a colleague over a love triangle involving another zookeeper. The exact details of the incident were disputed, but one of the individuals was hit in the face with a glass that Ms Westlake was holding. London Zoo decided to dismiss Westlake for fighting with a colleague, with the other member of staff involved given a final written warning. The tribunal stated that since the employer was unable to determine who started the fight, it was legitimate to dismiss both individuals or give both final written warnings – it was unfair to treat them differently. The unfair dismissal claim was upheld, but the tribunal decided to reduce the award to zero because of the conduct of the claimant.

A further example of the perils of the Christmas party is Bhara v Ikea Limited, in which, what is described as a tussle took place between two colleagues. Mr Bhara was dismissed, and it was found that the dismissal was within the range of reasonable responses and was, therefore, fair, even when the employees involved in the incident did not feel it was particularly serious.

These cases are ample demonstration of the perils of the office Christmas party and the potential risks it can pose for employers. If misconduct occurs at the Christmas party, employers should ensure that they conduct a reasonably thorough investigation before any disciplinary action. Furthermore, in advance of the Christmas party, at risk of being accused of being the “Fun Police”, employers should have a clear policy on what standard of behaviour is acceptable and ideally issue a statement to employees in advance of the party to remind all staff.

For further advice and information, contact Karen Cole today.

Note: This is not legal advice; it is intended to provide information of general interest about current legal issues.


Millennials moving away from marriage

As to the likely cause of this shift in Millennials behaviour, there have been many theories put forward:

  1. The high costs of the wedding day, when balanced against the pressures of the private rental market and the drive to make that first step onto the property ladder.
  2. The fear of social stigma attached to divorce. A recent BBC News article interviewed several under 30 divorcees to gather their views. The majority have regretted marrying young and now warn their friends and family against following the same path.
  3. The perception that marriage is an archaic institution developed with patriarchal views. In a political and social climate which strives for gender equality, many young adults do not believe marriage is an avenue that supports those ambitions.

Our Family law specialist, Pippa Marshall, has another viewpoint to consider…

“An increasing percentage of Millennials are becoming more aware of their legal rights and feel that they don’t perhaps need the ‘safety net’ of marriage to protect their assets or defend financial claims should a separation occur.”

Unfortunately, this “awareness” is coming from a plethora of resources of varying accuracy. The phrase “common law marriage” is too often quoted as gospel and thus significantly misconstrued. Even national insurance companies, on their quotation forms, offer a relationship definition of “Common Law Partnered”. Put simply, there is no such legal principle as a common law wife or husband. Unmarried persons, with or without children, are protected financially by the law but not to the extent in which married persons are.

Pippa further explains;

“Married couples, when resolving their financial circumstance, rely upon one area of law and this encompasses their claims in respect of all their financial assets. Conversely, for unmarried couples these claims are protected but treated differently by being split into several strands. For example, an unmarried couple with a joint property, joint business endeavour and two children would rely upon potentially three different areas of law to resolve their claims in the event of disputes. The thresholds to pursue a successful claim vary greatly from those prescribed for disputing married couples.”

Evidently, in Pippa’s view, the phrase “common law marriage” should, in fact, be the “common law myth”. However, unmarried millennials can rest assured that a range of laws protect their financial assets should their relationship end. It is imperative that these couples understand the different strands of our legal system so that they can make informed decisions and take prompt steps, practically and/or legally, to resolve any disputes which arise.

While fewer people are marrying young, a growing number of couples marry later in life. By this time, they may have developed assets or have children from a previous relationship. We will speak with Pippa again in the New Year, looking at the proactive steps couples should take before mid-life marriage and the merits of a Pre-Nuptial Agreement.

Speak to family solicitor Pippa Marshall today.

Note: This article is not legal advice; it provides information of general interest about current legal issues.


Caste discrimination at work

The term caste denotes a hereditary, endogamous (marrying within the group) community associated with a traditional occupation and ranked accordingly on a perceived scale of ritual purity.

For those unaware of the workings of the caste system, the terms can be baffling, with different names used to identify the lowest castes and different groups having different statuses depending on the caste system to which they belong.

In July 2018, the government published the outcome of a consultation on whether legislation was needed to protect against caste discrimination. The government decided that it would not legislate in this area but would rely on emerging case law. This means an arguably more laissez-faire approach of allowing case law to develop, in which it is argued that caste is covered by the current definitions of race or religious belief.

There is clearly an overlap between religious belief and race discrimination with caste discrimination, but the larger question will be whether some forms of caste discrimination will fall outside of the scope of either of these two forms of discrimination. Some castes are based on occupation or profession; therefore, individuals suffering the effects of this type of discrimination may not be protected.

The Equality and Human Rights Commission’s response to the government’s decision was:

“The government has missed a crucial opportunity to improve legal clarity and has taken a step back by looking to repeal the duty to include caste as an aspect of race in the Equality Act 2010. This is inconsistent with the UK’s international obligations to provide for separate and distinct protection for caste in our legislation.”

As things stand, those who claim to be victims of caste discrimination are now reliant on ‘caste discrimination’ being captured under race and/or ethnic origins within section 9 of the Equality Act 2010.

Where a claimant has been treated less favourably because they are believed to be a member of, or descended from, a separate race or ethnic group, the existing provisions of section 9 should come into play. However, whether this is an improvement on a statutory definition is questionable.

Call employment solicitor Karen Cole today if you have been affected by any of the issues raised in this article.

Note: This article is not legal advice; it provides information of general interest about current legal issues.


When the end of summer spells the end of a marriage

When Angelina Jolie filed for divorce from Brad Pitt in 2016, it followed a family disagreement on board a private jet taking the couple and their six children back to the United States from the South of France. Despite Jolie submitting the petition immediately, the couple separated. According to news reports, two years down the line, it has yet to be heard in court, with financial submissions taking a back seat while the couple continues to battle over custody.

In the UK, no-fault divorce has come a step closer with the news that the Government is planning to overhaul the law, but even in situations where everyone agrees, reaching a final outcome can take much longer than couples ever imagine, so the advice is to focus on the practicalities, which can be far-reaching.

“Thinking clearly, setting aside high running emotions and avoiding point-scoring can make the difference if the worst happens. You also need to look at the bigger picture and consider how the relationship impacts on every aspect of your life.

Something often overlooked is getting an up to date will in place. If you have an existing will that leaves everything to your spouse, it will remain valid until the decree absolute is confirmed, even if you have separated or received your decree nisi.

Equally, if you do not have a will and something were to happen to you before the divorce is completed then the intestacy rules would apply. These govern what happens when someone dies without a will, and, again, the spouse you are divorcing would benefit.

Updating or making a will ensures that your estate reflects the outcome that you want, which is important if you have children or if you have moved into a new relationship.”

Infochart The Intestacy Rules 2023 Update

For a larger copy of the above picture, please click here.

Recently, a new partner had to make a legal challenge to secure provisions for her infant children when their father died before the divorce to his former wife was complete. Bianca Corrado had a long-term affair with Malkiat Singh Ubbi, but his will had not provided for the children, aged three and six months, meaning the only route open to Corrado was to bring a claim on their behalf under the Inheritance Act for provision as dependents. In Ubbi v Ubbi, the High Court awarded almost £400,000 to the children from the £3.5m estate, and the case is likely to be used as future guidance for similar Inheritance Act claims on behalf of infant children in the future.

“In this case the court had to make a reasoned decision, but it may well be that the children’s father would have been more generous if he had made provision in his will. This was a positive outcome for the children but taking a case to the High Court is not an option for many people. Many people don’t like to deal with making a will, for all sorts of reasons, but the fallout for those left behind is worth keeping in mind.”

RIAA Barker Gillette’s private client team has a lot of experience drafting wills and advising on estate planning. Call Pippa Marshall today.

* The research was carried out by a team from the University of Washington and involved divorce petitions in Washington, DC, over a 14-year period.

Note: This article is not legal advice; it provides information of general interest about current legal issues.


Too poor for retirement?

On attending a very informative presentation given recently by Rathbones, one of the UK’s leading providers of investment management services, our Head of Private Client, James McMullan, was struck by the disconnect between what the government tells us about the state of the country’s finances and the reality of the situation.

Rathbones have produced an article and a detailed report referring to various official sources, all pointing to the fact that our children, the so-called “Millennials”, will be the first generation to be poorer than their parent’s generation. However, the situation is much worse than this, and the report is worth reading in full.

It is clear that the State is gradually withdrawing its responsibility for, and reducing its contribution to, the welfare of its citizens as they enter their retirement years. This makes it more important than ever that we get good and timely advice about our finances and arrange our affairs in the most tax-efficient manner possible. This starts with a well-considered tax-efficient will and structuring lifetime estate planning provisions to maximise the allowances and reliefs available under the Inheritance Tax legislation.

It is vitally important to review your financial plans and arrangements regularly (we would suggest once a year) to ensure that these are on course. Keeping in close contact with your solicitor, accountant, or financial advisor is an important part of this process. Given the challenges facing our children’s generation, families cannot afford to ignore long-term financial planning. When apathy prevails, the taxman is happy! Don’t let the Revenue take 40% of your family’s wealth when timely planning can save thousands of pounds and make our children’s lives a little bit easier.

If you have concerns over your retirement and how to put estate planning measures in place, contact James McMullan today.

Note: This article does not constitute legal advice; it provides information of general interest about current legal issues.


Landlords must check they hit the spot with deposits

According to figures from insurers, the number of claims relating to deposits peaked at 25% of all professional indemnity claims made by estate and letting agents in the first quarter of this year, up from just 3% last year. The claims most often relate to a landlord lodging a deposit late or failing to provide the correct information to the tenant about the terms and the deposit scheme used.

Under the Housing Act 2004, any deposit must be held by the landlord pursuant to an Assured Shorthold Tenancy Agreement (AST) in a registered deposit protection scheme and within 30 days, the tenant must be given specific details of the deposit protection scheme used and details about how the scheme works.

If a court rules that a landlord has failed in their duty, it can impose fines of up to three times the value of the deposit and the return of the deposit in addition to a fine, which must be paid within 14 days of the court order.

Property litigation expert Laura St-Gallay explains:

“It’s the landlord who will find themselves subject to the county court order. They may be able to bring a claim against the letting agent, if there is one involved, who in turn will claim on their professional indemnity insurance. It’s a costly business and bad in reputational terms for all concerned.”

She added:

“The legislation has been in place for a long time, but we see both agents and landlords getting it wrong still. Where landlords have a big property portfolio, they are more likely to have the right processes in place. For small-scale landlords or the accidental ones who may have ended up renting out their home while working elsewhere, it’s worth adopting some of the practices of the big boys as it’s no defence to say you didn’t know or had left it to your agent.

That includes taking some time to understand the law as it affects you as a landlord and having checklists for each stage of the tenancy. Then you need to ensure they are used each time, whether you are doing it yourself or checking that your agency has acted properly on your behalf. In the worst-case scenario, if you haven’t used a deposit scheme when you should have, the court can rule that a tenant does not have to leave the property when the tenancy ends.”

In addition to ensuring that the deposit is properly protected within the relevant time scales and that the Prescribed Information is provided to the tenant, landlords must now ensure that tenants are provided with a copy of the current “How to Rent” Guide, the current Energy Performance Certificate (EPC) and, before the tenancy commences, a Gas Safety Certificate.

This becomes even more important given that non-compliance can hinder the service and use of the Section 21 possession notice procedure. This can result in delays in recovering possession of the property and returning the deposit, putting landlords in an unprotected and weak position.

If you wish to discuss the steps to be taken before entering into any AST, call Laura St-Gallay, who can advise and ensure you enter into a fully compliant AST, or alternatively, if you need advice on how to recover possession of your property, Laura can also assist.

Note: This article is not legal advice; it provides information of general interest about current legal issues.


The hidden disability: when mental health affects employee wellbeing

The taboo of talking about mental health has started to shift following several high-profile campaigns. Still, many employers are keeping quiet and avoiding conversations with staff, even though they have legal responsibilities, and it’s been shown to improve the bottom line.

According to the Health & Safety Executive, over 11 million working days are lost each year because of stress in the workplace. Research among workers by MIND, the mental health charity, found that a continuing culture of fear and silence around the topic was adding up to a big cost to employers, with over 20% reporting they had called in sick to avoid workplace stress, and 30% saying they did not feel they would be able to speak openly with their line manager about the issue.

Such figures highlight the need for companies to have strategies focused on mental health as part of employee wellbeing, tackle stress-related absences, and avoid potential complaints or even litigation from staff.

Employers have a legal duty to protect employees from stress at work by undertaking a risk assessment and acting on it. Where an employee suffers from a mental health condition that has a long-term effect on day-to-day activity, this may be classed as a disability, requiring the employer to take positive action under the Equality Act 2010. The Equality Act makes it unlawful for an employer to treat a disabled person less favourably because of their disability without a justifiable reason.

Employment lawyer Karen Cole:

“Best practice is for employers to have clearly stated policies that are reflected in the company’s culture, so that a manager who notices a change in personality, evidence of low mood or periods of increased absence, will feel equipped to enquire if any workplace support is needed. It needs to happen in a supportive environment where the employee feels comfortable in opening up and asking for help, if needed.

It’s important to avoid an atmosphere where an employee feels that raising the issue of mental health may affect their future prospects, or that they will feel stigmatised by asking for help. Unwillingness to talk can make for a difficult position for employers.”

Such difficulties have been highlighted in disability discrimination claims which have reached the Court of Appeal. One case involved a former employee of Newport City Council, who had been off work on three separate occasions for stress-related illness and depression. Finally, the Council asked an occupational health advisor for an opinion on whether the employee was fit for work. The opinion given was that he was not a candidate for ill-health retirement and that he was not disabled for discrimination purposes. When he was subsequently dismissed following allegations of bullying, he brought a claim of disability discrimination. The Council said that it relied upon the opinion of an occupational health expert. Still, the Court of Appeal said that an employer must make a factual judgement and cannot “simply rubber stamp the adviser’s opinion”.

This need to look more carefully was reflected in another case involving an employee who had been resistant to discussing her health issues and would not allow contact with her GP. Here the Court of Appeal found in favour of her employer, Liberata UK Ltd, because the company did all it could “reasonably be expected to have done” – it did not rely solely upon occupational health advice but reviewed it in the light of its own experience and impressions of the employee and undertook its own further investigations.

Karen added:

“In creating and maintaining a culture of wellbeing, an employer should start from a perspective of how best to provide everyone with responsible support and protection from unfair or discriminatory treatment and should reflect that in processes and practice. If anyone has issues that impact on how they may perform a particular function – whether related to physical or mental health – then it’s important to look at how to introduce reasonable adjustments to enable them to fulfil the role.”

If you have any queries regarding mental health in the workplace, call Karen Cole today!

Note: This article is not legal advice; it provides information of general interest about current legal issues.


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