Update the personal details of one of the owners.

PUT /api/v1/client/{client_uuid}/owners/personal-details/{owner_uuid}

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • client_uuid string Required
  • owner_uuid string Required
application/json

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.

  • last_used_nicotine_products_date string

    The date of the last time the client used nicotine products.

  • 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.

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string

      UUID of the account

    • created_at string

      Timestamp of when the account was created

    • updated_at string

      Timestamp of when the account was updated

    • title string

      The title of the account

    • first_name string

      First name of the account

    • last_name string

      Last name of the account

    • name string

      Name of the account

    • name_with_title string

      Name of the account with title

    • email string

      Email of the account

    • gender string

      Gender

    • ni_number string

      National Insurance Number

    • date_of_birth string

      Date of birth

    • nickname string

      preferred nickname of the client

    • target_retirement_age string

      Targest retirement age.

    • pronouns string

      Pronouns

    • smoker_status string

      Smoker status. Possible values are: smoker, non-smoker, vaper, ex-smoker, never-smoked, unknown

    • 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.

    • 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.

    • cigarettes_daily integer

      The amount of cigarettes the client smokes a day.

    • smoker_since string

      The date of when the client started smoking.

    • last_used_nicotine_products_date string

      The date of the last time the client used nicotine products.

    • long_term_care_needed boolean

      Whether the client required 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 string

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

    • has_power_of_attorney boolean

      Whether the client has power of attorney.

PUT /api/v1/client/{client_uuid}/owners/personal-details/{owner_uuid}
curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/client/6ff8f7f6-1eb3-3525-be4a-3932c805afed/owners/personal-details/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"title":"Mr","first_name":"Gareth","middle_name":"Alex","last_name":"Thompson","maiden_name":"Thompson","email":"gareth@codepotato.co.uk","date_of_birth":"1975-07-22","gender":"Male","ni_number":"AB 12 34 56 C","target_retirement_age":"60","pronouns":"he/him","smoker_status":"non-smoker","residential_status":"settled","country_of_residence":"United Kingdom","marital_status":"married","is_vulnerable":"possibly","is_uk_resident":true,"is_uk_domicile":true,"expected_retirement_age":60,"state_retirement_age":60,"nationalities":["British","Romanian"],"vulnerability_details":"string","third_party_offered":true,"procedure_adaptation":false,"client_preferences":"string","current_state_of_health":"string","state_of_health_explanation":"string","cigarettes_daily":6,"smoker_since":"2025-07-22T00:00:00+01:00","last_used_nicotine_products_date":"2022-10-01","long_term_care_needed":false,"long_term_care_notes":"string","has_will":true,"will_notes":60,"will_last_reviewed":"2025-07-22T00:00:00+01:00","has_power_of_attorney":true,"power_of_attorney_notes":"string","first_contact_date":"string","next_review_date":"string","units_of_alcohol_weekly":42,"height":42,"weight":42,"health_notes":"string","has_iht_planning":true,"iht_planning_notes":"string","has_gifted_family":true,"gift_notes":"string","is_anticipating_inheritance":true,"anticipating_inheritance_notes":"string"}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "title": "Mr",
  "first_name": "Gareth",
  "middle_name": "Alex",
  "last_name": "Thompson",
  "maiden_name": "Thompson",
  "email": "gareth@codepotato.co.uk",
  "date_of_birth": "1975-07-22",
  "gender": "Male",
  "ni_number": "AB 12 34 56 C",
  "target_retirement_age": "60",
  "pronouns": "he/him",
  "smoker_status": "non-smoker",
  "residential_status": "settled",
  "country_of_residence": "United Kingdom",
  "marital_status": "married",
  "is_vulnerable": "possibly",
  "is_uk_resident": true,
  "is_uk_domicile": true,
  "expected_retirement_age": 60,
  "state_retirement_age": 60,
  "nationalities": [
    "British",
    "Romanian"
  ],
  "vulnerability_details": "string",
  "third_party_offered": true,
  "procedure_adaptation": false,
  "client_preferences": "string",
  "current_state_of_health": "string",
  "state_of_health_explanation": "string",
  "cigarettes_daily": 6,
  "smoker_since": "2025-07-22T00:00:00+01:00",
  "last_used_nicotine_products_date": "2022-10-01",
  "long_term_care_needed": false,
  "long_term_care_notes": "string",
  "has_will": true,
  "will_notes": 60,
  "will_last_reviewed": "2025-07-22T00:00:00+01:00",
  "has_power_of_attorney": true,
  "power_of_attorney_notes": "string",
  "first_contact_date": "string",
  "next_review_date": "string",
  "units_of_alcohol_weekly": 42,
  "height": 42,
  "weight": 42,
  "health_notes": "string",
  "has_iht_planning": true,
  "iht_planning_notes": "string",
  "has_gifted_family": true,
  "gift_notes": "string",
  "is_anticipating_inheritance": true,
  "anticipating_inheritance_notes": "string"
}
Response examples (200)
{
  "name": "Gareth Thompson",
  "uuid": "4dd3423b-a465-4e53-bd78-be8b7b7ef8e2",
  "email": "gareth@codepotato.co.uk",
  "title": "Mr",
  "gender": "Male",
  "has_will": true,
  "nickname": "Garth",
  "pronouns": "he/him",
  "last_name": "Thompson",
  "ni_number": "AB 12 34 56 C",
  "created_at": "2025-07-22T16:06:39+01:00",
  "first_name": "Gareth",
  "updated_at": "2025-07-22T16:06:39+01:00",
  "will_notes": 60,
  "smoker_since": "2025-07-21T23:00:00.000000Z",
  "date_of_birth": "1975-07-22",
  "is_vulnerable": "possibly",
  "nationalities": [
    "British",
    "Romanian"
  ],
  "smoker_status": "non-smoker",
  "is_uk_domicile": true,
  "is_uk_resident": true,
  "marital_status": "married",
  "name_with_title": "Mr Gareth Thompson",
  "cigarettes_daily": 6,
  "residential_status": "settled",
  "will_last_reviewed": "2025-07-21T23:00:00.000000Z",
  "third_party_offered": true,
  "country_of_residence": "United Kingdom",
  "procedure_adaptation": false,
  "state_retirement_age": 60,
  "has_power_of_attorney": true,
  "long_term_care_needed": false,
  "target_retirement_age": "60",
  "expected_retirement_age": 60,
  "last_used_nicotine_products_date": "2021-10-01"
}