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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.
95%+
Value for money
95%+
Success rate
95%+
Would recommend
