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The Quiet Storm with David Hellier
Law For Life 22 | Protecting Vulnerable Beneficiaries in Your Will
Law For Life
Wednesday, 9 September 2026 - 23 minutes
Franklins solicitor Eddie Bell joins Chris Gregg to discuss an important but often overlooked aspect of making a will: protecting vulnerable beneficiaries.
They explore how trusts can be used to protect inheritances for children under 18, people with disabilities, and beneficiaries who receive means-tested benefits. Eddie explains the differences between discretionary trusts, disabled person's trusts and life interest trusts, and how trustees can help manage money while protecting a beneficiary's interests.
The conversation also covers choosing suitable trustees, letters of wishes, protecting against mismanagement, inheritance tax considerations, lasting powers of attorney and what happens to a trust when a vulnerable beneficiary dies.
As every family's circumstances are different, professional legal advice is recommended when deciding how best to protect a vulnerable beneficiary.
#LawForLife #Wills #Trusts #Inheritance #EstatePlanning #VulnerableBeneficiaries #Disability #InheritanceTax #LastingPowerOfAttorney #FranklinsSolicitors
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