Edward, your client of 15 years, comes into your office. Typically punctual, he’s half an hour late for this appointment. Edward explains that he got lost. He asks you to draft a codicil to his will.

Doctors are increasingly being asked to make assessments of their patients' mental capacity to create a legal document such as a Will or Lasting Power of Attorney, but you do have the right to refuse ...

Despite guidance from the FSA, confusion still reigns over risk assessment and capacity for loss. Make sure you’re on the right track with our guide on how to make an assessment. 1. Beware of the ...

Jill Sing’s client was proud as punch to have finally bought her first new car. “Oh! I forgot to tell you!” said the elderly woman when Sing, a Victoria-based CPA, CA, CFA, CFP, and TEP, asked about ...

Mental capacity can be a troubling topic for those who work with, or have known people, to suffer from serious mental health problems. As we continue our Mental Health Awareness Week, Metro.co.uk ...