Capacity assessment regarding property and affairs
Carried out to support financial, estate or accomodation decisions such as applying for a lifetime loan, pension changes or home reversion scheme.
A capacity assessment may be required where there are concerns about a person’s ability to:
Manage bank accounts or savings
Access or administer funds
Manage social welfare entitlements
Make significant financial transactions regarding costs of ongoing care
Oversee property or accommodation arrangements
Engage with legal or court-related property/financial matters
This date and time sensitive assessment will assess the relevant persons capacity in making a specific decision.
Assessment duration: 1 hour +
