Property &
Financial Affairs

Mental Capacity Assessment for Property and Financial Affairs

What is a Property and Financial Affairs Capacity Assessment?

A Capacity to Manage Property and Financial Affairs Assessment covers a broad range of topics such as savings, income and outgoings, bank accounts, budgeting and property values.

What is included in the Property and Financial Affairs Capacity Assessment?

Our Property and Financial Assessments include all the necessary preparatory work and organising the technical side of a remote assessment via video link, the Property and Financial Affairs Assessment, either a full report or a summary report and reading time. If the client lacks capacity a CoP3 form can be completed.

What case law do you use?

Property and Financial Affairs Mental Capacity Assessments fall under the Mental Capacity Act (2005).

What information do you need from me?

We will request information such as the client’s income, savings accounts, pensions, any property they own, any investments and outgoings. This information is kept strictly confidential and used in the assessment to construct the questions asked and verify the answers given. They are also used to provide information to the client virtually during the assessment if they are unsure of any details.

Contact us and we will provide you with a copy of our bespoke referral form, which we will happily talk through with you.

What happens in the assessment?

The assessment will take place via video link through the use of a smartphone, tablet, laptop or computer with webcam. This can take place at the client’s home or at a location where they are comfortable. When looking at Property and Financial Affairs Capacity Assessments there are questions covering areas such as savings, bank accounts and property. They will also involve questions regarding the practical side of finance such as paying bills, budgeting and using bank accounts.

The assessment will take approximately one hour.

Why is a Property and Financial Affairs Capacity Assessment necessary?

In short, to protect vulnerable clients and ensure they have the capacity to make important and often complex decisions.The assessment helps to ensure clients have a to be heard in a safe and independent environment with no duress.

To discuss arranging a Property and Financial Affairs Assessment please contact us.