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Vulnerable Beneficiaries – How to avoid benefits reduced or lost altogether

Last month I advised you how to create a trust to protect compensation you may receive from a Personal Injury Claim and outlined how important this is if you are in receipt of means-tested benefits.  The same could apply to your loved ones if they benefit from your estate, they could have their benefits reduced or lost altogether.

If you are concerned about a family member who is vulnerable or disabled then you may wish to create a trust in your Will as opposed to giving them a direct gift.

There are two types of trusts that you may wish to consider as follows:-

Please do not get caught out by not making any financial provision for your vulnerable / disabled beneficiary as the local authorities may seek a claim under the Inheritance (Provision for Family & Dependants) Act 1975, which can be costly and time consuming.

Which type of trust you choose depends on your circumstances and those of your loved one.  Please do not hesitate to contact Mrs Prescott on 01253 684583 should you require any further information.

Should you require any further information, please do not hesitate to Call Us on 0800 042 0700, or email us on

Find out more about our Trusts & Estates department
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