Tuesday 12th December 10.30am
On Tuesday 12th December, Philip Warford is speaking at Mencap’s Planning for the Future Seminar via Zoom.
The Wills and Trust Service Mencap provides, helps families with the important task of providing financial stability for their child’s future. Mencap help parents through their offer of free and impartial advice on Wills and Trusts specifically for disabled and vulnerable people. This includes free webinars to give clear and helpful advice on how best to provide financial security for a relative with a learning disability.
Philip will explain how a Trust can be a useful tool to help manage funds for a disabled or vulnerable person throughout their lifetime. How setting up a Trust will protect their vulnerability and any potential financial abuse; allow the assets to be managed by people you choose; and to protect their entitlement to means tested benefits and support in the future.
Topics covered during the presentation are:
Why it is important to make a Will
How you can protect a disabled person using Wills and Trusts
Choosing Executors and Trustees
The importance of a Letters of Wishes
Why use a Trust
How to protect means tested benefits
When should you set up a Trust
Discretionary Trusts v’s Disabled Person’s Trust
To book a place at the Planning for the Future webinar via Zoom please click here
If you have any questions or queries, please contact Faye Tucker on 01273 610611.
Venue: Webinar via Zoom
Booking: Click here to book a place
12th December, 2023 @ 10.30am