Free Zoom Planning for the Future with Wills and Trusts presentation

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.

On Wednesday 20 January, Philip Warford 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. He will also talk through the different Trust options available, the importance of a Letter of Wishes and choosing the right Trustees.

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 and Trustees

• The use of 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

For further information visit www.renaissancelegal.co.uk. Or, if you have a question regarding the presentation, please contact Elle O'Connor on 01273 610611.

Renaissance Legal specialise in working with families and carers of disabled and vulnerable people. Our team has built its excellent reputation on understanding the needs of parents and carers – all of whom are dealing with complex, often challenging lives, where it’s vital that they can understand their options.

Philip Warford is the Managing Director of Renaissance Legal. He specialises in helping families and carers of disabled and vulnerable people plan for their future using Wills, Trusts, Powers of Attorney, Court of Protection applications and Inheritance Tax Planning.

Philip regularly speaks at and holds legal clinics & seminars on behalf of many local and national charities including Mencap, The Carers Centre, Age UK and Sense.