Make Generous Decisions with Confidence: Capacity to Make a Gift Assessments
Gift-giving can be an expression of love and support, but it’s crucial that the person making the gift fully understands the consequences and impact on their overall estate. At Gain Capacity Experts, we conduct capacity assessments to ensure individuals have the mental capacity to make informed decisions about gifts, whether in cash or assets.
Why Choose Gain Capacity Experts?
- Expert Guidance: Our team of professionals is well-versed in gift-related capacity assessments, applying the legal test established in Re Beaney (1978).
- Comprehensive Assessments: We conduct thorough assessments of an individual’s capacity to make a gift, ensuring they understand the implications on their estate.
- Adaptive Thresholds: Our assessment approach considers the size of the gift in relation to the person’s total estate, as the threshold of understanding can change depending on the gift’s significance.
- Protection for Vulnerable Individuals: We recognize the importance of safeguarding those who may have cognitive impairments or other factors affecting their decision-making capacity.
- Hassle-Free Experience: We provide a streamlined, easy-to-use service with clear explanations in simple language.
Our Capacity To Make A Gift Process:
- Initial Consultation: Discuss your gift-giving intentions and concerns with our team.
- Capacity Assessment: Our experts will undertake a comprehensive assessment to determine the capacity to make a gift and understand its implications.
- Detailed Report: Receive a thorough report outlining the outcome of the assessment, ensuring that the individual’s decision-making process is well-documented and supported.
- Support & Guidance: We offer guidance on the next steps if the individual lacks capacity to make a gift, helping you navigate the complexities of such situations.