Lifetime Gifting (Capacity) Assessment:
We offer six main specialist capacity (or cognitive) assessments:
- Mental Capacity Act 2005
- Banks v Goodfellow (1870) for testamentary capacity
- Re Beaney (1978) for lifetime gifting
- PA14 Medical Certificate for Probate
- Litigation Capacity Assessment
- A MoCA examination
The assessment is individual to you, so we ensure you get a unique service; therefore, a unique fee may apply. We may charge a higher fee if the assessment is complex, requires multiple assessments or visits or requires comprehensive consultation with other professionals. Please contact us for an individual quote. Our fee range for this assessment is £675 - £795 for this type of assessment, depending on the facts of the case, the complexity and the urgency of the assessment needed. We don't charge VAT.
All our assessments include the following as standard:
As we charge for our service, our reports are always independent, so the outcome of the assessment may differ from the view of another person or professional. Please contact Gary or email here to discuss your requirements.
- Mental Capacity Act 2005
- Banks v Goodfellow (1870) for testamentary capacity
- Re Beaney (1978) for lifetime gifting
- PA14 Medical Certificate for Probate
- Litigation Capacity Assessment
- A MoCA examination
The assessment is individual to you, so we ensure you get a unique service; therefore, a unique fee may apply. We may charge a higher fee if the assessment is complex, requires multiple assessments or visits or requires comprehensive consultation with other professionals. Please contact us for an individual quote. Our fee range for this assessment is £675 - £795 for this type of assessment, depending on the facts of the case, the complexity and the urgency of the assessment needed. We don't charge VAT.
All our assessments include the following as standard:
- A face-to-face meeting with the person being assessed (usually 1 - 2 hours) - we avoid remote assessments, as recent court decisions in 2023 and 2024 indicate there should be cogent and solid reasons for a remote-based capacity assessment.
- Consultation with any family members or professionals concerned with your care.
- Your assessment is returned free via email within 10 working days from the assessment date (excluding where additional evidence is required).
- A printed 'wet' signature and/or posted assessment is subject to postage and a small processing fee if this is required.
- A formal legal deceleration as to the report's independence and the author's qualifications.
- A certificate of capacity is provided at no additional charge.
- Reduced rate for follow-up work, such as the professional witness or Certificate Provider for a Power of Attorney.
- Reduced fee for seeking a Lasting Power of Attorney via our service.
As we charge for our service, our reports are always independent, so the outcome of the assessment may differ from the view of another person or professional. Please contact Gary or email here to discuss your requirements.
