Mental Capacity Workshop

Specialised training for solicitors, will writers, financial advisors, accountants and other professionals working with vulnerable adults.

This interactive workshop is designed to strengthen your team’s knowledge and skills in recognising when and how to assess mental capacity for private clients. With practical case studies and expert guidance, you’ll leave with the confidence to apply the Mental Capacity Act in practice.

Each workshop includes a FREE tip sheet with practical advice for assessing mental capacity in real-world scenarios.

[Book Workshop ➝]

Why book a Mental Capacity Workshop?

Who Is It For?

Will Writers

Solicitors

Financial Advisors

Acountants

If you answered yes to any of the above, this is how I can help...

Reputational Risk

Mishandling mental capacity issues can damage your professional reputation with clients.

Non-Compliance with Consumer Duty

Without up-to-date knowledge, your organisation may risk breaching obligations.

Knowledge Gaps

Staff may lack the expertise needed, leading to errors or poor decision-making.

Uncertainty in Specialist Advice

Without expert input, teams may feel unsure where to turn for guidance.

No obligation at any stage. All fees are explained in advance, so you’ll always have full clarity before any work begins.

What Is Included?

Duration

1 1/2-hour workshop with time for questions.

Format

Practical, interactive session with real-life case studies.

Group Size

Minimum 2, maximum 12 participants.

How does it benefit me or my team?

This workshop is designed to bridge the gap between theory and practice, giving professionals the confidence to apply the Mental Capacity Act in real life scenarios.

Through interactive learning and case-based discussion, your team will not only deepen their understanding but also develop practical skills they can use immediately.

The result is greater assurance in decision-making, improved client outcomes, and enhanced protection for both your clients and your organisation.

Improve understanding of when and how to assess mental capacity.

Strengthen compliance with legal and professional duties.

Reduce reputational and professional risk.

Gain tools and strategies for confident decision-making with vulnerable clients.

Pricing

Client Testimonials

I attended Susan’s introduction to assessing capacity training, which was very informative, delivered in a way that felt relevant to my work and helped me look at capacity issues in a more informed way ever since.

Capacity is something we come across quite frequently, therefore, solidifying our approach is crucial to ensure that we are carrying out the relevant due diligence and act in the client's best interests. Susan provided some useful and relatable scenarios and talked us through step-by-step how she would approach each one on a case-by-case basis. This was very informative, and it is not something you learn in detail when qualifying as a Solicitor.