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Care & carers

Compensation for Mum's care

(36 Posts)
cheryl55 Fri 04-Sept-20 18:03:17

Hello. My dear Mum passed away recently, having lived with me and my husband for the past 2 years. She was 87. Through this time, I was often asked by my 3 sisters how much I was charging Mum to stay with us. I never got around to sorting anything formal. My sister, who is the Executor of Mum's will, says I need to provide an invoice, so she can pay me. Mum had, latterly, dementia and a few health issues but for the first year or so her presence didn't impact much on daily life for me. My husband and I live comfortably. I was latterly receiving Attendance Allowance. There was little "cost" on a daily basis, Mum really didn't eat much, and we had a spare bedroom for her. She did have to use the stairs a lot, as we have no downstairs loo. I did feel a bit guilty about that. Does anyone have any ideas how to assess how much to charge? Each of my sisters had offered to have Mum, but, as the youngest, I felt I was in a better position to help out. I feel a bit lost, TBH and would really appreciate any feedback. Thank you .

Davidhs Sun 06-Sept-20 19:06:11

There is no tax illegality involved, if a payment is made that will taxable along with the receivers existing income, so more tax could be payable overall.

The issue is involving the will, if all the beneficiaries agree the will can be varied, if one disagrees strongly the payment could be challenged.

The executor really should not have proposed the payment

silverlining48 Sun 06-Sept-20 19:43:15

I am sorry for your loss Cheryl. I know of people who have been asked by solicitors to keep a note of all outgoings, time spent and travel costs etc to be paid out of the estates.

I can see how difficult it is to quantify everything you did, but you did a lot,especially once your mum developed dementia so though you did it with love, it does cost in all sorts of ways, not just financially.
If your sisters want you to have a larger share of your mums estate to acknowledge your care of her, i think they should decide on an amount with your input which you can accept or refuse.
I rather hope you will accept if only because you have willingly given up a lot over the time you have looked after your mum and maybe once this covid crisis is over you can treat yourself to a nice holiday. You deserve it. I know how hard it can be. All the best flowers

Oopsadaisy4 Sun 06-Sept-20 20:36:28

Please listen to the posters who have said that if you raise an Invoice and it puts you over the Tax bracket then you will have to pay income tax on it.
This will reduce your inheritance.
If you really aren’t bothered then I would ask your sisters what amount they were thinking of before you agree to raise an invoice.

cheryl55 Mon 14-Sept-20 11:18:08

Well, here's my update. Us sisters have had some very amicable discussions, and it's been decided (thanks to Grannybags for the suggestion) that they will fund the total re-decoration of "Mum's" room in my house, including new carpets.
This will very helpful, as the room was in danger of becoming a "shrine" to Mum. I don't want to erase her memory (far from it) but the room needs to be returned to use as a guest room.
I will also have an increased share of the Estate..no invoice.

I should mention that my sisters had written some beautiful Thank You letters for the time I looked after Mum. There is no animosity, in fact we are getting on better than in a long time. This is great, because losing Mum left a big hole in my life.

Thank you for all the replies. x

pensionpat Mon 14-Sept-20 11:43:52

I’m glad that agreement has been reached in a way that suits everyone. For general information can I point out that Attendance Allowance is paid to the person who is in need of care, not the carer. It is a very common misconception. How the Attendance Allowance is used is entirely up the recipient. In many cases it is given to whoever is providing the care. Carers Allowance is a separate benefit, for the carer, if they satisfy the entitlement conditions.

NotSpaghetti Mon 14-Sept-20 11:49:16

cheryl55 how lovely that your kindness to your mum, and then your siblings acknowledging this, has brought you closer together.

Thank you for returning to tell us about it. I am SO glad it has worked out well for you.
I hope you have many happy days with your sisters in future and that you all become a truly positive part of each other's lives.
?

Jane10 Mon 14-Sept-20 12:07:00

What a good outcome. I'm so glad you and your sisters have mutually come to such an amicable agreement.

Calendargirl Mon 14-Sept-20 12:08:14

Thanks for getting back with the outcome, so often we never know how situations resolve.
Have a happy future.

sodapop Mon 14-Sept-20 12:37:28

That's an excellent outcome Cheryl helps you and you have improved relationships with your family. You can move on now and know you cared well for your Mum.

Oopsadaisy4 Mon 14-Sept-20 12:53:48

Thats lovely cheryl it’s nice to be told how much they appreciated all you did, more importantly I’m sure that your Mum appreciated it too.