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

"I've got no hesitation in recommending Geldards for the work they have done and I have no reservations at all and I am very, very pleased with the services they provide."

Chambers High Net Worth 2021

"A very long-established firm in Cardiff and has always had a very good reputation. "

Chambers High Net Worth 2021

"I haven’t met a partner or employee that isn’t down to earth reliable and helpful."

Legal 500 2021

"The firm has a reputation for integrity and high standards."

Legal 500 2021

"Geldards private client team are the best advisors on domestic and cross-border inheritance and tax matters I have seen outside London."

Legal 500 2021

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