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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 solicitor Charles Dibley
xcellent service from start to finish. The process was described in detail from the beginning and all questions and emails were answered fully and quickly. Work was. Completed at a reasonable price. I would recommend using this company.
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Tagged solicitor David Mulholland
We contacted Sherrards for assistance with a Lifetime Will Trust in respect of my late father's estate. David Mulholland was extremely knowledgeable and efficient. He took us through the registration process step by step. Any queries we had were dealt with promptly and satisfactorily, and the matter has now been concluded. We would definitely recommend.
Review left by J
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Tagged solicitor Annmarie Jones
Annmarie Jones steered my wife and I thought the complexities of will and trust construction ensuring we had an optimal structure to benefit our children. Working with Annmarie was a joy, whilst Annmarie is a consummate professional she also remains a truly empathetic individual and sympathetic to ones individual position. We highly recomend her.
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Tagged solicitor David Kitcat
I found David Kitcat professional and thorough when covering all relevant aspects associated with the preparation of my Will. He provided valuable advice that will enable me to plan ahead more effectively.
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Tagged solicitor Rachael Scowcroft
I have met Rachael on a few occasions as she has completed various legal work for myself and members of my family. I have found Rachael to be extremely professional, kind, thoughtful and just a truly genuine person. Rachael has shown nothing but kindness and compassion to myself and my family in some difficult circumstances. Rachael went above and beyond what I could ever of expected and I would not hesitate to recommend her to anyone.
Review left by Laura Holden