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DISABLED TRUST
Disabled Trusts
If there is someone in your family with a disability, you may be concerned about how
they will cope in the future when you're no longer there to care for them.
If you leave them your estate the effect could be that the money would immediately
remove some Social Services means tested benefits, Local Authority support may also
cease without any improvement to their lifestyle.
Through simple estate planning you can leave money to secure the future of a loved
one without reducing their entitlement to Social Security benefits or Local Authority
funding of residential care.
A Discretionary Trust can be set up by parents (or other relatives) as a way of making
long term financial provision for a disabled child. The reason a Trust is useful is that the
capital held in the Trust is not taken into account when assessing entitlement to state
benefits like Income Support or Local Authority obligations to fund care.
Trusts are used to pay for extra things which Social Security benefits may not fund, a
holiday, new clothes, electrical goods, special equipment. Importantly a trust can also
hold, manage and maintain the parental home if put into the trust.
To discuss Disabled Trusts in more detail and ensure suitability call for a free
no-obligation chat.
01772 367900
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Find out more about disabled trusts with a FREE appointment
Disabled Trusts
If there is someone in your family with a disability, you may be concerned about how
they will cope in the future when you're no longer there to care for them.
If you leave them your estate the effect could be that the money would immediately
remove some Social Services means tested benefits, Local Authority support may also
cease without any improvement to their lifestyle.
Through simple estate planning you can leave money to secure the future of a loved
one without reducing their entitlement to Social Security benefits or Local Authority
funding of residential care.
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Homeowners avoid losing your home to pay future care fees.
As we’re all living longer there is an increased possibility that we
will need long term care at some time in the future.
Your assets including your home could be at risk to fund this
provision.
Appropriate Trust planning may protect your home from Local
Authority means testing while preserving an inheritance for your
loved ones.
To discuss Property Trusts in more detail and to ensure suitability
call for a free no-obligation chat.
01772 367900
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My prices are extremely competitive even though I do provide a high
quality service. It is always my practice to agree the price & payment
method clearly in advance by way of a letter of engagement. Once
agreed, prices will be fixed and I will standby that price provided all
relevant and pertinent information has been disclosed.
Contact by e-mail
Submit an online form
stephen@bramwellep.co.uk
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01772 367900
Give Stephen a call!
To arrange an appointment
or simply ask a question,
Call Stephen on:
(Mobile) 07798 662378
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"...Thanks for the efficient and informative manner in which you
handled our will, house trust agreements and power of attorney
issues, all completed in the comfort of our home"...
Mr & Mrs Gornall, Penwortham, Preston
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“You are one of the most professional, efficient and punctual
people we have both had the pleasure to do business with...
Because you came to our home and at a time stipulated by
ourselves made it such a painless and uncomplicated
procedure.”
Keith & Sue Turner. Woodplumton, Preston.
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“Stephen's prices were significantly less than my local solicitor
and his home visits were extremely convenient. I would certainly
recommend his service."
Mrs Wood, Fulwood, Preston.
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"I was really pleased with the way my affairs were dealt with by
you Stephen... I would certainly use you again and also
recommend you to others. Sincerely Yours, Susan Robinson.
Mrs. Robinson, Warrington, Cheshire.
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“We found Stephen helpful, considerate and patient dealing with
our parent's wishes. He travelled to different locations to meet up
with the family, helping us through, what could have been, a
difficult process. We would recommend his highly professional
and caring service to anyone."
Mr & Mrs. M Richman.
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"Stephen wasn't pushy and provided very friendly and
helpful guidance."
Gill Remson, Lea, Preston.
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“,,,You explained everything to me in a way I could easily
understand. I would certainly recommend you to anyone."
Mr. David Yates, St Helens, Merseyside.
