Specialist Wills for those with disabled beneficiaries

If you are making a will and wish to leave money, you will want to ensure that the money gives the help intended and is not vulnerable to pressures from third parties. 

Unfortunately this can be difficult when the beneficiary has a disability or is vulnerable person that means the person is not physically or legally able to make appropriate financial decisions. Careful planning before your death can pay great dividends and allow your wishes to be achieved.

What help and advice can Wrigleys offer?

Wrigleys can assist to ensure that the money in the Will:

• Helps the person in the way intended;

• Can be administered for the beneficiary lawfully and appropriately;

• Is not vulnerable to pressure from third parties such as other family members; and

• Results in financial benefit for the person and does not result in benefits or means tested care being withdrawn.

Wrigleys can help by:

• Advising on an appropriate structure, usually a trust, to help avoid the pitfalls above;

• Acting as a professional trustee or supporting your chosen trustees; and

• Advising on the tax accounts and other regulatory aspects of the trust, including protecting the amounts and other benefits from demands related to community care.

View Biography

Jane Netting

Direct Line: 0114 267 5621

Partner
Sheffield

Meet the team