Tag: Mental Capacity Act 2005

What are your views on a STEP testamentary capacity assessment course?

STEP is considering the development and implementation of an online testamentary capacity assessment course and is keen to assess members’ appetite and enthusiasm. With very little guidance or industry training currently available, an online course could be a valuable educational tool for anyone required to interact with capacity assessments. The background to the course In 2017… Read More What are your views on a STEP testamentary capacity assessment course?

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Practitioner perspective: We need to work together to help vulnerable clients

Vulnerability is not synonymous with poverty or age, it can happen to anyone, at any time. While I have been interested in vulnerability for many years, it was the development of my firm’s corporate social responsibility (CSR) policy, with the theme, ‘vulnerability and combating financial abuse,’ that really crystallised my desire to develop my technical… Read More Practitioner perspective: We need to work together to help vulnerable clients

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