Vulnerable Beneficiary Planning

We are experts in looking after the affairs of individuals who lack mental capacity, have suffered a catastrophic personal injury or who are otherwise vulnerable in some way. The team works closely with family members in often complex and sensitive circumstances, including dealings with the Office of the Public Guardian and Court of Protection, to achieve positive outcomes and provide long-term peace of mind including in relation to:

  • Personal Injury trusts
  • Applications to the Court of Protection for financial or health and welfare deputyship
  • Statutory Will applications
  • Statutory gift applications
  • Advice and support for lay deputies, attorneys, and trustees
  • Ongoing trust management
  • Professional deputy, attorney, and trustee services
  • Tax planning
  • Special Educational Needs
  • Clinical Negligence claims

We regularly help families to tailor their personal planning to meet the future needs of a beneficiary who has a disability or is otherwise vulnerable in some way, advising on and setting up appropriate and tax efficient Will and lifetime trust provision including:

  • Discretionary Will Trusts
  • Disabled Person’s Trusts
  • Vulnerable Beneficiary Trusts

We work closely with other professionals such as financial advisers and medical and occupational health experts to ensure a joined up a holistic approach to supporting vulnerable beneficiaries and their families.

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What clients say

"A highly experienced team with experts in different areas of private client work"

Chambers HNW, Wales, 2023

"Very competent to deal with complex matters in a clear and concise manner."

Chambers HNW, Nottingham & Surrounds, 2023

"Geldards is very effective working with families with vulnerable children, taking a take a careful and efficient approach to billing."

Education, UK, Chambers & Partners 2023

"They are a very professional and friendly, they speak in a language clients can understand."

Chambers HNW, Wales, 2022

"Key strengths are: excellent client care, attention to details, empathy and professionalism."

Legal 500 2022

"Making sure financial planners and other professionals work together for the client is key, and learning from other professionals is what makes Geldards such a great firm to work with."

Chambers HWN, Nottingham & Surrounds, 2022

"Very much a team department with a variety of experience. They collaborate really well with other professions and are very amenable to organising joint meetings with clients – which leads to “joined up thinking” and better outcomes for clients."

Personal Tax, Trusts & Probate, Wales, Legal 500 2022

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