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.