Having an up to date Will in place goes some way to provide for a disabled and vulnerable loved one, however in some cases it has the potential to create further problems. If you or a family member are considering leaving money directly to a disabled and vulnerable person you can put them at considerable risk of financial abuse and you are likely to impact their entitlement to means tested benefits and social support. So, on Wednesday 22 September, Philip Warford will talk to parents and carers about the options available to protect their loved one using specialist Wills and Trusts. Philip will explain why it is so important to plan now, to safeguard their entitlement to means tested benefits in the future. How to provide financial security and support using a Trust.
Why it is so important to make a Will
Why use a Trust
Your Trust Options
For further information and to book please email Theresa Bailey or call Theresa on 01273 201901.
If you have a question regarding the presentation, please contact Elle O’Connor on 01273 610611.
Organiser: Grace Eyre
Venue: Webinar via Zoom
Booking: Click here for further information.
7th July, 2021 @ 10:00am