Vulnerable Persons Trust - Conwy Wills and Trusts Ltd

Trusts

The Importance of Vulnerable Person’s Trusts in Estate Planning

Principal 28 May 2024

The post outlines the importance of vulnerable persons trusts, also known as special needs trusts,…

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A Vulnerable Person Trust can be the difference between meaningful support and an expensive mistake. Many people don’t realise that leaving money directly to a vulnerable person can result in the loss of vital means tested benefits. This type of trust allows funds to be used for someone’s benefit without being treated as theirs, protecting both financial security and entitlement to support.

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