Body

• title string

  Title

• first_name string

  First name

• middle_name string

  Middle name.

• last_name string

  Last name

• maiden_name string

  Maiden name.

• email email

  Email address

• date_of_birth date

  Date of birth

• gender string

  Gender

• ni_number string

  National Insurance Number

• target_retirement_age integer

  Targest retirement age.

• pronouns string

  Pronouns

• smoker_status string

  Smoker status. Possible values are: "smoker", "non-smoker", "vaper", "ex-smoker"

• residential_status string

  Residential status

• country_of_residence string

  Country of residence

• marital_status string

  Marital status

• is_vulnerable string

  whether the client is vulnerable. Possible values are: "yes", "no", and "possibly"

• is_uk_resident boolean

  Whether the client is a uk resident or not.

• is_uk_domicile boolean

  Whether the client is a uk domicile or not.

• expected_retirement_age integer

  The expected retirement age.

• state_retirement_age integer

  The state retirement age.

• nationalities array[string]

  Nationalities of the client. You can use the api/v1/static/nationalities endpoint to get our list.

• vulnerability_details string

  Any details regarding the client's vulnerabilities.

• third_party_offered boolean

  Whether the client has been offered any third party.

• procedure_adaptation boolean

  Whether any procedures need to be adapted to the client.

• client_preferences string

  Any client preferences.

• current_state_of_health string

  The client's current state of health.

• state_of_health_explanation string

  The state retirement age.

• cigarettes_daily integer

  The amount of cigarettes the client smokes a day.

• smoker_since date

  The date of when the client started smoking.

• long_term_care_needed boolean

  Whether the client required long term care.

• long_term_care_notes string

  Any notes on the client's long term care.

• has_will boolean

  Whether the client has a will or not.

• will_notes integer

  Any notes on the client's will.

• will_last_reviewed date

  The date of the last time the will's been reviewed.

• has_power_of_attorney boolean

  Whether the client has power of attorney.

• power_of_attorney_notes string

  Any notes on the client's power of attorney.

• first_contact_date date

  The date of the first contact.

• next_review_date date

  Next scheduled review date.

• units_of_alcohol_weekly integer

  The units of alcohol digested weekly.

• height integer

  The height of the client in centimeters.

• weight integer

  The weight of the client in pounds.

• health_notes string

  Any notes on the client's health

• has_iht_planning boolean

  Whether the client has iht planning or not.

• iht_planning_notes string

  Any notes on the client's iht planning.

• has_gifted_family boolean

  Whether the client has gifted the family.

• gift_notes string

  Any notes on the gifts.

• is_anticipating_inheritance boolean

  Whether the client is anticipating/ expecting any inheritance.

• anticipating_inheritance_notes string

  Any notes on the client's inheritance anticipation/ expectations.