Clients and capacity. Law Society, 'Working with clients who may lack mental capacity' (14/6/23)

— "This guidance is aimed at solicitors, and will help you assess whether clients have mental capacity to instruct you, and whether you can accept and act on the client’s instructions. It explains the principles for assessing capacity, and the legal tests you can use in different circumstances, such as making a will, making a lifetime gift, and conducting civil proceedings. It also covers techniques for assessing capacity, and what to do if a client lacks capacity to give you instructions."
Full details available at:,_%27Working_with_clients_who_may_lack_mental_capacity%27_(14/6/23)?id=140723-2109