Services

This assessment ascertains whether a person is able to make or change a Will and decide what happens to their assets.

This assessment looks at whether a person can make decisions about appointing others to make decisions on their behalf if they are unable to do so in the future. Separate assessments are required for health and care decisions and for property and financial matters.

This assessment considers whether a person is able to understand and take part in legal proceedings, such as bringing a claim or responding to one. Where needed, a written report or letter can be provided to indicate the outcome of the assessment.

This assessment explores whether a person is able to enter into an equity release mortgage, often called a lifetime mortgage.

This assessment looks at whether a person can understand and manage their own money, property, and financial affairs. Information about their situation is gathered in advance to help support them during the assessment. This type of assessment is often needed when an application to the Court of Protection is being considered.

This assessment considers whether a person can make decisions about their own health, care, and day-to-day welfare. It is often required when an application to the Court of Protection is being considered. To request a referral form, please make contact via the link on this website.