NAS Planning for the Future Webinar (Oct)

Wednesday 5 October 2022

NAS is the UK’s leading charity for people on the autism spectrum and their families. Since 1962, they have been providing support, guidance and advice, as well as campaigning for improved rights, services and opportunities to help create a society that works for autistic people

On Wednesday 5 October, Philip has been invited to deliver a Planning for the Future webinar to NAS Volunteers via Zoom. He will talk about the options available to protect a disabled or vulnerable person using specialist Wills and Trusts. Philip will explain how you can safeguard means tested benefits and how you can provide financial security for a disabled or vulnerable person as well as the rest of your family.

Having an up to date Will in place goes some way to provide for your disabled or 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 or 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.

Philip will explain:

Why it is important to make a Will

• How you can protect a disabled or vulnerable person using Wills and Trusts

• The choice of Executors, Trustees and Guardians

• The importance of a Letters of Wishes

• Making Gifts in a Will

Why use a Trust

• When should you set up a Trust

• How to protect means tested benefits

Your Trust Options

• Discretionary Trusts

• Disabled Person’s Trust

This is an invite only webinar but please do consider other webinars listed on our website.