Search Legislation

Advanced Search

The Care and Support (Financial Assessment) (Wales) Regulations 2015

Changes to legislation:

There are outstanding changes not yet made by the legislation.gov.uk editorial team to The Care and Support (Financial Assessment) (Wales) Regulations 2015. Those changes will be listed when you open the content using the Table of Contents below. Any changes that have already been made by the team appear in the content and are referenced with annotations. Help about Changes to Legislation

Close

Changes to Legislation

Revised legislation carried on this site may not be fully up to date. Changes and effects are recorded by our editorial team in lists which can be found in the ‘Changes to Legislation’ area. Where those effects have yet to be applied to the text of the legislation by the editorial team they are also listed alongside the affected provisions when you open the content using the Table of Contents below.

View outstanding changes

Changes and effects yet to be applied to :

Changes and effects yet to be applied to the whole Instrument associated Parts and Chapters:

Whole provisions yet to be inserted into this Instrument (including any effects on those provisions):

  1. Introductory Text

  2. PART 1 General

    1. 1.Title, commencement and application

    2. 2.Interpretation

  3. PART 2 Assessment of financial resources

    1. 3.Information to be provided by local authority

    2. 4.Time limits

    3. 5.Format

    4. 6.Duty to carry out a financial assessment

    5. 7.Circumstances in which there is no duty to carry out a financial assessment

    6. 8.Power to carry out a financial assessment

    7. 9.Financial assessment process

    8. 10.Duty of local authority to carry out a financial assessment of a short-term resident as if the resident is receiving care and support otherwise than the provision of accommodation in a care home

    9. 11.Saving

    10. 12.Rounding of fractions

  4. PART 3 Treatment and calculation of income

    1. 13.Calculation of income

    2. 14.Earnings to be disregarded

    3. 15.Other sums to be disregarded

    4. 16.Capital treated as income

    5. 17.Notional income

  5. PART 4 Treatment and calculation of capital

    1. 18.Calculation of capital

    2. 19.Income treated as capital

    3. 20.Calculation of capital in the United Kingdom

    4. 21.Calculation of capital outside the United Kingdom

    5. 22.Notional capital

    6. 23.Diminishing notional capital rule

    7. 24.Capital jointly held

  6. Signature

    1. SCHEDULE 1

      Sums to be disregarded in the calculation of income

      1. PART 1 Sums to be disregarded

        1. 1.Any amount paid by way of tax on income which...

        2. 2.(1) Subject to sub-paragraph (2), where A has needs for...

        3. 3.(1) Any payment which would be disregarded under paragraph 5...

        4. 4.Any direct payments received by or on behalf of A...

        5. 5.Any payment in respect of any expenses incurred by A,...

        6. 6.Any payment which would be disregarded under paragraph 3 or...

        7. 7.The mobility component of any disability living allowance or the...

        8. 8.Any armed forces independence payment.

        9. 9.Any payment which would be disregarded under paragraph 8 of...

        10. 10.If A is a temporary resident— (a) any attendance allowance;...

        11. 11.Any concessionary payment made to compensate for the non-payment of—...

        12. 12.Any amount which would be disregarded under paragraph 10 or...

        13. 13.Any amount which would be disregarded under paragraph 13 of...

        14. 14.(1) Except where sub-paragraph (2) applies, and subject to paragraphs...

        15. 15.(1) Subject to sub-paragraphs (2) and (3), where A—

        16. 16.Any amount which would be disregarded under paragraph 16 of...

        17. 17.Any guaranteed income payment referred to in article 15(1)(c) of...

        18. 18.Subject to paragraph 46, £10 of any survivor’s guaranteed income...

        19. 19.Any payment which would be disregarded under paragraphs 17 to...

        20. 20.Any income in kind.

        21. 21.(1) Any income derived from capital to which A is...

        22. 22.Any income which would be disregarded under paragraph 23 of...

        23. 23.Any amount which would be disregarded under paragraph 24 of...

        24. 24.(1) Any payment made to A in respect of a...

        25. 25.Any payment which would be disregarded under paragraph 26 or...

        26. 26.Any payment received under an insurance policy, taken out to...

        27. 27.Any payment which would be disregarded under paragraph 31 or...

        28. 28.Any payment of income which under regulation 19 (income treated...

        29. 29.Any payment which would be disregarded under paragraph 33 of...

        30. 30.Any payment which would be disregarded under paragraph 39 of...

        31. 31.Any payment made under or by the Welsh Independent Living...

        32. 32.Any amount which would be disregarded under paragraphs 40, 43...

        33. 33.(1) Any child benefit, except in circumstances where A is...

        34. 34.Any payment which would be disregarded under paragraph 53 of...

        35. 35.Any payment which would be disregarded under paragraphs 54 to...

        36. 36.Any payment made by a local authority to or on...

        37. 37.Any guardian’s allowance.

        38. 38.Any child tax credit.

        39. 39.Any working tax credit.

        40. 40.(1) Where A is in receipt of savings credit as...

        41. 41.Any payment made to a temporary resident in lieu of...

        42. 42.Any payment made to A under section 63(6)(b) of the...

        43. 43.Any payment made in accordance with regulations made pursuant to...

        44. 44.(1) Where A is a student, any grant or other...

      2. PART 2 Special provisions relating to charitable or voluntary payments and certain pensions

        1. 45.Paragraph 14 does not apply to any payment which is...

        2. 46.The total income to be disregarded pursuant to paragraphs 14(2)...

    2. SCHEDULE 2

      Capital to be disregarded

      1. 1.(1) Where A is a temporary resident but not a...

      2. 2.(1) Where A is a permanent resident the value of...

      3. 3.Where A is a permanent resident and there is an...

      4. 4.(1) The value of any premises— (a) which would be...

      5. 5.Where A is a resident who has ceased to occupy...

      6. 6.The value of the proceeds of sale of any premises...

      7. 7.Any future interest in property which would be disregarded under...

      8. 8.Any assets which would be disregarded under paragraph 6 of...

      9. 9.Any amount which would be disregarded under paragraph 7(1) of...

      10. 10.Any arrears of, or any concessionary payment made to compensate...

      11. 11.Any amount which would be disregarded under paragraph 8 or...

      12. 12.Any personal possessions except those which had or have been...

      13. 13.Any amount which would be disregarded under paragraph 11 of...

      14. 14.Any amount which would be disregarded under paragraph 12 of...

      15. 15.Any amount which would be disregarded under paragraph 12A of...

      16. 16.Any amount which would be disregarded under paragraph 13 of...

      17. 17.The value of the right to receive any income which...

      18. 18.Any amount which would be disregarded under paragraph 15, 16,...

      19. 19.Any capital which under regulation 16 (capital treated as income)...

      20. 20.Any amount which would be disregarded under paragraphs 21 to...

      21. 21.Any amount paid under or by the Welsh Independent Living...

      22. 22.The value of any premises which would be disregarded under...

      23. 23.Any amount which would be disregarded under paragraphs 29 to...

      24. 24.The value of any premises occupied in whole or in...

      25. 25.Any amount which— (a) falls within paragraph 44(2)(a) (damages for...

      26. 26.Any amount which would be disregarded under paragraph 61 of...

      27. 27.Any payment which would be disregarded under paragraph 64 of...

      28. 28.Any payment made by a local authority to or on...

      29. 29.Any payment made to A pursuant to regulations made under...

      30. 30.Any payment made to A under section 2 or 3...

      31. 31.Any payment made to A under Part 2 (payments to...

      32. 32.Any payment made to A under section 63(6)(b) of the...

      33. 33.Any payment made in accordance with regulations made pursuant to...

      34. 34.Any payment made to A under regulations made under section...

  8. Explanatory Note

Back to top

Options/Help

Print Options

Close

Legislation is available in different versions:

Latest Available (revised):The latest available updated version of the legislation incorporating changes made by subsequent legislation and applied by our editorial team. Changes we have not yet applied to the text, can be found in the ‘Changes to Legislation’ area. The revised version is currently only available in English.

Original (As Enacted or Made) - English: The original English language version of the legislation as it stood when it was enacted or made. No changes have been applied to the text.

Original (As Enacted or Made) - Welsh:The original Welsh language version of the legislation as it stood when it was enacted or made. No changes have been applied to the text.

Close

Opening Options

Different options to open legislation in order to view more content on screen at once

Close

More Resources

Access essential accompanying documents and information for this legislation item from this tab. Dependent on the legislation item being viewed this may include:

  • the original print PDF of the as enacted version that was used for the print copy
  • lists of changes made by and/or affecting this legislation item
  • confers power and blanket amendment details
  • all formats of all associated documents
  • correction slips
  • links to related legislation and further information resources
Close

Timeline of Changes

This timeline shows the different points in time where a change occurred. The dates will coincide with the earliest date on which the change (e.g an insertion, a repeal or a substitution) that was applied came into force. The first date in the timeline will usually be the earliest date when the provision came into force. In some cases the first date is 01/02/1991 (or for Northern Ireland legislation 01/01/2006). This date is our basedate. No versions before this date are available. For further information see the Editorial Practice Guide and Glossary under Help.

Close

More Resources

Use this menu to access essential accompanying documents and information for this legislation item. Dependent on the legislation item being viewed this may include:

  • the original print PDF of the as made version that was used for the print copy
  • correction slips

Click 'View More' or select 'More Resources' tab for additional information including:

  • lists of changes made by and/or affecting this legislation item
  • confers power and blanket amendment details
  • all formats of all associated documents
  • links to related legislation and further information resources

The data on this page is available in the alternative data formats listed: