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.

Dr Conor O Dwyer
Medical Director
Making a decision regarding property or affairs is a significant financial decision with long-term consequences. Therefore, under the Assisted Decision-Making (Capacity) Act 2015, a formal capacity assessment must be carried out if there is any concern about the person’s ability to make this specific decision at a specific date and time.
To make or revoke a financial decision for equity release, the person must have capacity at the time of making or revoking the directive. This service will establish whether the patient has capacity for same.
Assessment duration: 1 hour +


