Vunerable beneficiaries

If you are intending to leave money or assets to a beneficiary who is disabled or otherwise incapable of managing their financial affairs, it would be strongly recommended that you provide for them by way of a trust in your will. This is because any property left outright to a vulnerable beneficiary may impact upon their eligibility for means tested state support and may also cause distress for them if they are unable to deal with their inheritance themselves.

 

If you have any concerns about providing for somebody who is disabled or otherwise vulnerable, please contact the Private Client team on 01992 422 128 for further assistance.

 

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