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This area covers planning for disabled beneficiaries through special needs or discretionary trusts set up in a will or during lifetime, with the aim of preserving benefits while providing for the person's needs. A solicitor drafts the trust terms, appoints and guides trustees, identifies appropriate assets to fund the trust, and advises on eligibility for means‑tested benefits. They liaise with benefit authorities as needed and ensure the arrangement stays compliant with the relevant scheme rules and regulatory duties. The work is especially shaped by benefit requirements and family considerations.
The client’s position is protected by safeguarding eligibility for means‑tested benefits and avoiding disqualifying transfers. A solicitor provides professional oversight through setting clear terms, ensuring proper administration, and handling reporting or changes in circumstances to preserve entitlement to benefits.
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Tagged solicitors Nicola Greenwell and Preya Gohil
Very prompt, efficient and polite. I found in all of my dealings that they are knowledgeable in their areas of law and have used them for a considerable time.
Review left by Clive
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Tagged solicitor Katrina Greenwell
Very professional and helpful, explained the issue clearly and ensured that we understood. Very friendly and approachable.
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We have found a review that matches your query
Tagged solicitor Kelly Fox
I have dealt with Slade Legal as an agent for many years and always enjoyed working with them on transactions but this year we used them for the sale of my late father in laws property. Kelly was superb; proactive, honest and gave advice as a human rather than a legal robot (there's plenty of those out there!). It was a very stressful time for all concerned with several failed sales with weak buyers but Kelly was excellent throughout. If I ever bought or sold I would use Slade Legal and recommend them in a heartbeat.
Review left by David Pratt