Capacity To Make A Financial Gift £600
A Capacity to Gift Assessment is a way of ensuring that a person has the capability to make a financial gift.
The assessment will cover the gift and the client’s wider estate and often their family tree. When assessing for capacity to gift we use the legal test of Re Beaney.
It is important to note that the threshold of Capacity assessments for gifting can change depending on the size of gift in relation to the person’s total estate. For example a proportionally large gift that would substantially affect the value of an estate would require a degree of understanding as high as that required when assessing Testamentary Capacity.
We will require information regarding the gift, the client’s estate, financial affairs, client’s family tree and any dependants.
Just Health provide an easy to use hassle free service with everything explained in simple, layman’s terms to the client. Our Assessment include one visit to the client’s home, an assessment, travel, reading time, completion of a summary report.
FAQs
- Photo ID ( Birth certificate, marriage certificate, medical card, driving licence, passport, paid utility bills, bank or building society cards or statements, National Insurance number card, payslip, letter from Benefits Agency, papers from Home Office)
- Your driving glasses/contact lenses & prescription.
- Details of any ongoing medical conditions.
- Prescription medications that you are taking.
The examination will only take around 15 minutes. It includes an eye test, Blood pressure check, physical examination and BMI Check. You will be asked questions about the following topics:
- cardiovascular system including high Blood pressure.
- endocrine system such as diabetes
- musculoskeletal such as back pain.
- neurological such as stroke
- psychiatric such as depression.
- Alcohol and drug history
- vision.
The doctor will complete the form based on your answers, medical history, medications and the results of the examination findings.
Check Out our FAQs page for more information.
We cover Burnley Altrincham Sale Didsbury Cheetham Hill Blackburn Leeds Preston Bradford Blackpool Oldham,
Liverpool Southport Lancaster Morecambe Heysham Cumbria Brighouse Bury,
Manchester Worsley Great Harwood Rossendale, Bolton Cross Hills Hebden Bridge Nelson Blackburn Colne Rawtenstall,
Wigan Accrington, Clitheroe Whalley Bacup Rochdale Skipton Halifax Chorley Bamber Bridge Huddersfield Wakefield Dewsbury Padiham, Altham Keighley Lancashire Merseyside,
West Yorkshire Greater Manchester Walton summit Pilsworth Industrial estate,
Heywood Trafford Park Lodge Lane L8 Merseyside, Rotherham Birmingham Dudley Leicester,
Northampton Boston Harrow Shepherds Bush, Edgware Tottenham Croydon Barking,
Orpington Wimbledon Romford Enfield Southampton Hampshire Kent Essex Humber Crewe Lymm Warrington St Helens Ormskirk Goole Doncaster Sheffield Pontefract Knottingley York Harrogate Pannal Middleton Rotherham Grimsby Scunthorpe Lincoln Wakefield Hull Humberside Stoke Chester Cheshire Sevenoaks Wembley Southgate Lewisham Croydon Sutton Heathrow Slough Twickenham St Albans Hounslow Watford Stratford Epsom Barnet Dagenham Dartford Grays Ilford Hatfield Barnsley Huddersfield Stockport Chorley Ellesmere port Wrexham Congleton Stafford Leek Macclesfield Chesterfield Worksop Thirsk Ripon Hornsea Scarborough Grassington Kendal Northwich London Greater London
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