Assessments For Managing Property And Financial Affairs
Court-compliant mental capacity assessments for managing property and financial affairs, lifetime gifts, equity release, and selling or buying a property. COP3 or standard reports submitted with fast turnaround.
Our assessors are registered with







Our Mental Capacity Assessments
Property and Financial Affairs Capacity Assessment
We understand the importance of making informed decisions about property, money, and other financial assets. Our expert mental capacity assessments for property and financial affairs ensure compliance with the Court of Protection. Our reports are thorough and personalised, giving you peace of mind and clarity.
Virtual:
£520 inc VAT
Face to face:
£645 inc VAT
Note: Our fees include VAT and travel (in the locations where we have assessors)
Equity Release Capacity Assessment
We provide expert assessments of mental capacity for equity release. Our assessments are reliable, thorough, and accepted by financial institutions, lenders, conveyancers, and the court. We ensure fast turnaround, with the assessment outcome shared the same day. This means you have the information you need promptly and efficiently.
Virtual:
£645 inc VAT
Face to face:
£725 inc VAT
Note: Our fees include VAT and travel (in the locations where we have assessors)
Capacity to Sell a Property
We conduct comprehensive assessments to determine an individual’s mental capacity to sell a property. The assessment determines whether the individual understands the financial and legal implications of selling their property. Our assessments are trusted by financial institutions, the court, and real estate agents. Easily book online.
Virtual:
£645 inc VAT
Face to face:
£725 inc VAT
Note: Our fees include VAT and travel (in the locations where we have assessors)
Capacity to Make a Gift
We provide detailed, court-compliant assessments of an individual’s mental capacity to make a significant gift. Our expert assessors deliver same-day outcomes and produce robust reports with a fast turnaround. We conduct thorough assessments to safeguard the individual’s interests. Peace of mind is guaranteed through a worry-free process.
Virtual:
£645 inc VAT
Face to face:
£725 inc VAT
Note: Our fees include VAT and travel (in the locations where we have assessors)
Capacity to Buy a Property
Our property purchase capacity assessments are thorough, court-compliant, and accepted by legal and financial organisations. Each report is personalised to the specific situation of the person being assessed. Get the assessment outcome the same day, with a fast turnaround for reports. Hassle-free scheduling process guaranteed.
Virtual:
£645 inc VAT
Face to face:
£725 inc VAT
Note: Our fees include VAT and travel (in the locations where we have assessors)
Capacity to Manage a Business
We conduct thorough assessments to determine an individual’s capacity to manage a business. Our assessments help to establish whether an individual can make sound decisions about business operations. We provide reliable, court-compliant reports with a fast turnaround that help safeguard the interests of the business and its stakeholders.
Virtual:
£645 inc VAT
Face to face:
£725 inc VAT
Note: Our fees include VAT and travel (in the locations where we have assessors)
Why Work With OFH Care
Consistent
Communication
We are easy to contact and will keep you updated every step of the way. You can contact us via email and phone.
Specialist
Knowledge
Our assessors have extensive knowledge of the Mental Capacity Act 2005 and relevant case laws. Our assessments are second to none.
Network Of
Professionals
We have a network of social workers, psychiatrists, and psychologists that enables us to provide you with efficient, consistent service.
Quality-
checked
Our team has extensive experience in completing mental capacity assessments and handling complex cases, making our service unrivalled.
Watch Short Videos On Mental Capacity Assessment
The level of detail required in a Mental Capacity Assessement
Who can assess Mental Capacity?
Why and when is a Mental Capacity Assessment needed?
About Us
We are a team of health and social care professionals, dedicated to provided exceptional mental capacity assessments across England and Wales. Our team of highly skilled practitioners bring a wealth of knowledge and experience to every assessment we undertake.
testimonials
Client Journeys with OFH Care
Mr P. Y.
Client
Many thanks for providing such a professional, fast, efficient service for us…
My Sister and I have reviewed this report thoroughly now. We are happy with the comprehensive nature of the content, and the professional finish to the document. We have checked with our solicitors, and it meets all our legal needs.
Ms C. B.
Client
Excellent customer care from initial contact to receipt of report. Our elderly aunt is profoundly deaf and physically quite fragile so we were concerned about how tiring the assessment would be for her and how difficult it may be because of her limited hearing. She was also nervous about a person she did not know being in her bedroom to ask her questions about her financial affairs. Kristine answered our MANY questions promptly. We were reassured that our aunt’s regular carer could be present and that the assessor would be mindful of our aunt’s physical disabilities. After the assessment she could not speak more highly of the assessor who she said was totally charming, and she really enjoyed the entire Q&A! Thank you!
Mr G. K.
Client
They offered a timely appt for assessing my mother’s mental capacity. Jane was very professional and treated my mother with dignity and care throughout the assessment. The final report was in depth and emailed to me within the timescale they had said. The whole experience was easy and straightforward. The only negative was the cost. Luckily we were able to pay but I can see this being a problem for some people.
Ms T. T.
Client
We needed a mental capacity assessment completed for my mum and the situation was very stressful having never been in this situation before. I contacted OFH who were very supportive from the start. They explained the process and were able to arrange a convenient time to visit mum. After the assessment my mum was very positive and she found the social worker who visited her made her feel very safe, relaxed and she liked him. Within 24 hours there was a decision.
I am very grateful to OFH for their professionalism and their help.
Mr M. J.
Client
The receptionist Kristine is delightful, helpful and understanding. Our assessor Muataz was polite, firm, friendly and fair. He is an expert at making clients feel comfortable in order to get the best out of them. He uses a conversational style of questioning searching for the answers so that the client does not feel intimidated. He is an excellent example of a thoroughly professional and gifted assessor. You couldn’t ask for more. Thank you to all at OFH Car
Frequently Asked Questions
Get answers to all your questions about the services we provide.
Can someone have capacity to manage everyday finances but not more complex financial decisions?
Yes. Mental capacity is decision-specific. A person may be able to manage day-to-day spending, pay bills, and use a bank account while struggling to understand more complex matters such as investments, property transactions, trusts, inheritance planning, or large financial commitments.
Can a property and financial affairs assessment be used for deputyship applications?
Yes. Property and financial affairs capacity assessments are frequently used to support Court of Protection deputyship applications. The report provides independent evidence regarding a person’s ability to manage their financial affairs and make financial decisions. Read our guide on becoming a financial deputy for more information.
Can capacity be affected by financial complexity?
Yes. The level of understanding required often depends on the complexity of the decision. Managing a current account may require a different level of understanding than selling a property, signing an equity release agreement, or making substantial gifts. The assessment considers the specific decision being made.
Can a person be assessed for a specific financial decision rather than their finances in general?
Absolutely. Assessments can focus on a particular financial matter, such as buying or selling property, making a gift, signing a contract, managing investments, or entering into an equity release agreement. This ensures the assessment remains decision-specific and compliant with the Mental Capacity Act 2005.
What types of financial decisions can be covered by a property and financial affairs assessment?
Depending on the circumstances, assessments may consider a person’s ability to manage bank accounts, pay bills, handle investments, make significant purchases, buy or sell property, enter into financial agreements, manage debts, or oversee their wider financial affairs.