CuraFlow DC-E08CQCSection E · Safeguarding and Protection
Managing Gifts Wills Bequests and Legacies policy
For CQC-registered domiciliary care services · version 1.0 · last reviewed 1 June 2026
Boundaries around gifts protect both staff and the people they support. The policy states a general rule on gifts, how token gifts are recorded in a gifts register, the position on tips, loans and borrowing, wills, bequests, witnessing and executorship, donations to the organisation, and testamentary capacity and undue influence.
What this policy covers
- Why clear boundaries matter
- The legal and professional basis
- Our general rule on gifts
- Token gifts and the gifts register
- Tips, loans and borrowing
- Wills, bequests, witnessing and executorship
- Bequests and donations to the organisation
- Capacity, testamentary capacity and undue influence
- Recognising exploitation through gifts and legacies
- What to do if you are offered a gift or legacy
- Declaring, recording and conflicts of interest
- Fundraising and pre-existing relationships
Regulations and guidance it supports
Supports the fundamental standards at Regulations 13, 17, 19 and 20 of the Health and Social Care Act 2008 (Regulated Activities) Regulations 2014.
- Care Act 2014
- Health and Social Care Act 2008 (Regulated Activities) Regulations 2014
- Mental Capacity Act 2005
Common questions
- Is the managing gifts wills bequests and legacies policy CQC-aligned?
- Yes. It is written and reviewed by practising UK compliance consultants against current CQC expectations, and supports the fundamental standards at Regulations 13, 17, 19 and 20. It is a controlled starting-point document that you adapt to your own service — you remain the accountable provider.
- Can I download and edit this policy?
- Yes. It downloads as Word (.docx) or PDF with your company name, registered manager, CQC ID and address already filled in on the cover page and throughout the document. The Word version is fully editable.
- Can I buy this policy on its own?
- Policies are sold as a complete library rather than individually, because CQC expects a coherent set that cross-references properly — a single policy in isolation creates gaps. The domiciliary care library contains 141 policies and can be bought outright as a one-off purchase and kept permanently.
- How often is it reviewed?
- The library is re-reviewed every six months and after any material regulatory change. This policy was last reviewed 1 June 2026, and is at version 1.0. Updates reach you automatically, so downloads always reflect the current version.