Frequently Asked Questions
The following questions provide general guidance on capacity assessments, the assessment process, and reporting. If you require further information or have specific queries, we are happy to discuss individual circumstances.
When is a capacity assessment required?
A capacity assessment is required when there is concern about an individual’s ability to make a specific decision, such as creating a will, appointing a power of attorney, or making financial, health, or welfare decisions. Capacity is always assessed in relation to a particular decision at a particular time.
Who can request a capacity assessment?
Capacity assessments may be requested by solicitors, courts, healthcare professionals, family members, or private individuals, depending on the purpose of the assessment and the circumstances involved.
How long does the assessment take?
The length of an assessment varies depending on the complexity of the case and the individual’s needs. Most assessments are completed within a single appointment, although some cases may require additional time or follow-up.
When and where is the best time to assess capacity?
Capacity should be assessed at a time when the individual is as comfortable, settled, and alert as possible. Assessments can be carried out in private homes, care homes, hospitals, or other appropriate settings, depending on the person’s circumstances.
Do you work with private clients as well as solicitors?
Yes. We accept referrals from solicitors, courts, professionals, and private individuals.
Is the assessment confidential?
​Yes. All assessments and reports are handled in strict confidence in accordance with professional, ethical, and data protection standards.