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

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

Chambers Private Wealth Law 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 Private Wealth Law 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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