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TSF Consultants - Experts in Mental Capacity Assessments
TSF Consultants - Mental Capacity & Financial Vulnerability Innovation
TSF Consultants - Mental Capacity & Financial Innovation Training
TSF Consultants - Creating a Global Authority of Excellence
TSF Consultants - Sharing Passion for Best Practice
TSF Consultants - Compassion & Respect for our Clients
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Leading the way in Mental Capacity Assessments

TSF provide an antidote to the stress and complexities of mental capacity assessments. Our level of understanding and unique court validated approach means no-one knows mental capacity and financial vulnerability like we do.

 

With a team of expert Mental Capacity Assessors, we conduct remote assessments via live video-link across England and Wales, helping to decipher an individual’s capacity to understand and make decisions about financial and personal matters. If necessary, and when able to do so, we can also complete face-to-face assessments.

 

We have a dedicated Client Liaison Team delivering a simplified and efficient service to legal, financial and medical professionals, and are supported by a specialist Quality Monitoring Team who produce robust post-assessment reports, which stand up to legal scrutiny and challenge.

 

When we’re not conducting mental capacity or financial vulnerability assessments, or training others to expand their knowledge in this complex area, we’re passionate about fighting for legislative changes to ensure people are assessed properly and we strive to create a global authority of excellence.

Why TSF?

EXTENSIVE COVERAGE

We have a strong team of expert Mental Capacity Assessors who are ready to conduct secure assessments via live video- link across England and Wales, in the client’s home/care home or somewhere they feel comfortable, with a choice of platforms to best suit your client’s needs. 

UNRIVALLED EXPERTISE

Our Assessors have vast experience in assessing mental capacity and financial vulnerability, are recognised by the Court of Protection, and are backed by our internal Quality Monitoring Team who produce the most robust reports in the industry.

SIMPLE  PROCESS

With a dedicated Client Liaison Officer and unique pre-assessment documentation, we’re here to guide you through every step of the referral process. And we’ll make arrangements for an assessment directly with the client/care home, simplifying the process.

FAST TURNAROUND

We know that time is of the essence. That’s why we have ample availability and look to turn around assessments as quickly as possible, without compromising on quality. We also employ the use of electronic signatures, to further speed up the process.

Our Mental Capacity & Financial Vulnerability Assessments

Testamentary Mental Capacity Assessment
Testamentary
Testamentary capacity, also known as capacity to make a Will, is not covered by the Mental Capacity Act (2005) and requires a legal test known as Banks v Goodfellow.
Lasting Power of Attorney Mental Capacity Assessment
Lasting Power of Attorney
Covered by the Mental Capacity Act (2005) and the two stage test, an LPA assessment is completed to assess a person's capability to appoint others to make decisions on their behalf.
CoP3
Court of Protection - COP3 Form
After completing a Mental Capacity Assessment, we can also complete the necessary documentation (Part B) of the CoP form which is submitted to the Court of Protection.
Mental Capacity Assessment to Gift
Gifting
A surprisingly complex assessment for which our Assessors skillfully apply the current lead case law, Re Beaney (1978), often combined with Banks vs Goodfellow.
Litigation Mental Capacity Assessment
Litigation
Like testamentary capacity, capacity to litigate is not covered under the Mental Capacity Act (2005). Rather it is covered by case law, the most recent being Dunhill v Burgin (2014).
Health and Welfare Mental Capacity Assessment
Health & Welfare
Falling within the MCA 2-stage test our Assessors can skilfully complete a CoP3 form or report for these highly complex and important assessments. Our Assessors' expertise proves invaluable.
Property and Finance capacity assessment
Property & Financial Affairs
The capacity to manage property and financial affairs assessment covers a broad range of topics such as savings, income, outgoings, bank accounts, budgeting and property values.
Item Specific Mental Capacity Assessment
Item Specific
Mental capacity assessments are complex - often individuals feel that an independent, second opinion is needed on a whole range of subjects.
Act as Executor Capacity Assessment
Act as Executor
An assessment to ensure an individual has the capacity to undertake what can be the complex duties involved in an executor role on someone else's Will.
Capacity to Marry Case Study
Marriage and Sexual Relationships
Using case law Southwark v KA (2016), this assessment is necessary to protect the vulnerable and ensure that those entering into a marriage contract fully understand what they are committing to.
Equity Release capacity assessment
Equity Release
Assessments for capacity to purchase an Equity Release/Lifetime Mortgage fall under the Mental Capacity Act (2005) and ensures an individual fully understands the possible consequences of their actions.
Statutory WIll mental capacity case study
Statutory Will
Using Banks v Goodfellow (1870) case law, when an individual has been deemed to lack capacity to make a Will and evidence of this lack of capacity is required to support an application to the Court of Protection for a Statutory Will.
Social Media and Sexual Relationships
Social Media and Internet
Capacity for social media and internet use falls under two linked judgments; Re A (Capacity: Social Media and Internet Use: Best Interests) (2019) and Re B (Capacity: Social Media: Care and Contact) (2019), protecting the vulnerable online.
Financial Vulnerability Case Study
Financial Vulnerability
There is no specific case law when assessing vulnerability but we can determine if this is due to a lack of capacity so will refer to the Mental Capacity Act (2005) and any associated guidance or case law.
Testamentary Mental Capacity Assessment
Testamentary
Testamentary capacity, also known as capacity to make a Will, is not covered by the Mental Capacity Act (2005) and requires a legal test known as Banks v Goodfellow.
Lasting Power of Attorney Mental Capacity Assessment
Lasting Power of Attorney
Covered by the Mental Capacity Act (2005) and the two stage test, an LPA assessment is completed to assess a person's capability to appoint others to make decisions on their behalf.
CoP3
Court of Protection - COP3 Form
After completing a Mental Capacity Assessment, we can also complete the necessary documentation (Part B) of the CoP form which is submitted to the Court of Protection.
Mental Capacity Assessment to Gift
Gifting
A surprisingly complex assessment for which our Assessors skillfully apply the current lead case law, Re Beaney (1978), often combined with Banks vs Goodfellow.
Litigation Mental Capacity Assessment
Litigate
Like testamentary capacity, capacity to litigate is not covered under the Mental Capacity Act (2005). Rather it is covered by case law, the most recent being Dunhill v Burgin (2014).
Health and Welfare Mental Capacity Assessment
Health & Welfare
Falling within the MCA 2-stage test our Assessors can skilfully complete a CoP3 form or report for these highly complex and important assessments. Our Assessors' expertise proves invaluable.
Property and Finance capacity assessment
Property & Financial Affairs
The capacity to manage property and financial affairs assessment covers a broad range of topics such as savings, income, outgoings, bank accounts, budgeting and property values.
Item Specific Mental Capacity Assessment
Item Specific
Mental capacity assessments are complex - often individuals feel that an independent, second opinion is needed on a whole range of subjects.
Act as Executor Capacity Assessment
Act as Executor
An assessment to ensure an individual has the capacity to undertake what can be the complex duties involved in an executor role on someone else's WIll.
Capacity to Marry Case Study
Marriage and Sexual Relationships
Using case law Southwark v KA (2016), this assessment is necessary to protect the vulnerable and ensure that those entering into a marriage contract fully understand what they are committing to.
Equity Release capacity assessment
Equity Release
Assessments for capacity to purchase an Equity Release/Lifetime Mortgage fall under the Mental Capacity Act (2005) and ensures an individual fully understands the possible consequences of their actions.
Statutory WIll mental capacity case study
Statutory Will
Using Banks v Goodfellow (1870) case law, when an individual has been deemed to lack capacity to make a Will and evidence of this lack of capacity is required to support an application to the Court of Protection for a Statutory Will.
Social Media and Sexual Relationships
Social Media and Internet
Capacity for social media and internet use falls under two linked judgments; Re A (Capacity: Social Media and Internet Use: Best Interests) (2019) and Re B (Capacity: Social Media: Care and Contact) (2019), protecting the vulnerable online.
Financial Vulnerability Case Study
Financial Vulnerability
There is no specific case law when assessing vulnerability but we can determine if this is due to a lack of capacity so will refer to the Mental Capacity Act (2005) and any associated guidance or case law.
Testamentary Mental Capacity Assessment
Testamentary
Testamentary capacity, also known as capacity to make a Will, is not covered by the Mental Capacity Act (2005) and requires a legal test known as Banks v Goodfellow.
Lasting Power of Attorney Mental Capacity Assessment
Lasting Power of Attorney
Covered by the Mental Capacity Act (2005) and the two stage test, an LPA assessment is completed to assess a person's capability to appoint others to make decisions on their behalf.
CoP3
Court of Protection - COP3 Form
After completing a Mental Capacity Assessment, we can also complete the necessary documentation (Part B) of the CoP form which is submitted to the Court of Protection.
Mental Capacity Assessment to Gift
Gifting
A surprisingly complex assessment for which our Assessors skillfully apply the current lead case law, Re Beaney (1978), often combined with Banks vs Goodfellow.
Litigation Mental Capacity Assessment
Litigate
Like testamentary capacity, capacity to litigate is not covered under the Mental Capacity Act (2005). Rather it is covered by case law, the most recent being Dunhill v Burgin (2014).
Health and Welfare Mental Capacity Assessment
Health & Welfare
Falling within the MCA 2-stage test our Assessors can skilfully complete a CoP3 form or report for these highly complex and important assessments. Our Assessors' expertise proves invaluable.
Property and Finance capacity assessment
Property & Financial Affairs
The capacity to manage property and financial affairs assessment covers a broad range of topics such as savings, income, outgoings, bank accounts, budgeting and property values.
Item Specific Mental Capacity Assessment
Item Specific
Mental capacity assessments are complex - often individuals feel that an independent, second opinion is needed on a whole range of subjects.
Act as Executor Capacity Assessment
Act as Executor
An assessment to ensure an individual has the capacity to undertake what can be the complex duties involved in an executor role on someone else's WIll.
Capacity to Marry Case Study
Marriage and Sexual Relationships
Using case law Southwark v KA (2016), this assessment is necessary to protect the vulnerable and ensure that those entering into a marriage contract fully understand what they are committing to.
Equity Release capacity assessment
Equity Release
Assessments for capacity to purchase an Equity Release/Lifetime Mortgage fall under the Mental Capacity Act (2005) and ensures an individual fully understands the possible consequences of their actions.
Statutory WIll mental capacity case study
Statutory Will
Using Banks v Goodfellow (1870) case law, when an individual has been deemed to lack capacity to make a Will and evidence of this lack of capacity is required to support an application to the Court of Protection for a Statutory Will.
Social Media and Sexual Relationships
Social Media and Internet
Capacity for social media and internet use falls under two linked judgments; Re A (Capacity: Social Media and Internet Use: Best Interests) (2019) and Re B (Capacity: Social Media: Care and Contact) (2019), protecting the vulnerable online.
Financial Vulnerability Case Study
Financial Vulnerability
There is no specific case law when assessing vulnerability but we can determine if this is due to a lack of capacity so will refer to the Mental Capacity Act (2005) and any associated guidance or case law.
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Testimonials

"Thank you for coming and making my father feel so comfortable and being so patient. Your service provides a friendly and relaxed, yet professional approach to what otherwise could be perceived as a somewhat complex and daunting process."
N Isaac
"The mental capacity course was excellent and, as always, Tim was brilliant. He is obviously one of the leading lights in the world of assessing capacity." ​
SWW Lincoln
"The CoP Deputy Court Order has now been issued and we would like to express our thanks for your prompt and competent service. It has been a pleasure to do business with TSF."
Jennifer, John and Ronald
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