Family Disabled Trust

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Enhance Your Family's Security with a Family Disabled Trust

A Family Disabled Trust is a vital tool for planning the financial future of a disabled beneficiary. This trust structure allows you to protect assets while ensuring your loved one receives the necessary support throughout their lifetime. By establishing a Family Disabled Trust, you ensure that your disabled beneficiary benefits from favourable tax statuses, including exemptions from inheritance tax (IHT) and capital gains tax (CGT).

Not only does this trust safeguard assets from divorce, creditor claims, and care fees, but it also provides peace of mind for you as the settlor. By planning ahead, you can ensure that the well-being of your disabled family member is prioritised, and they have access to state benefits crucial for their ongoing care.

Here are some key highlights of the Family Disabled Trust:

  • Specifically designed for beneficiaries with disabilities
  • Protects assets from divorce and creditor claims
  • Provides peace of mind for the settlor
  • Enables beneficiaries to access state support and care
  • Offers favourable tax exemptions and financial benefits

Ensure your disabled loved one is cared for today and in the future. A Family Disabled Trust is more than just a legal arrangement; it’s a compassionate way to secure the best possible life for those you cherish.

Expert-Guided Estate Planning, Made Simple

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Key benefits of Estate Planning

Protect Beneficiaries

Provide financial security for loved ones

Reduce Taxes

Minimise inheritance and capital gains taxes

Prepare for Incapacity

Ensure decisions are made by trusted people

Avoid Probate

Streamline the transfer of assets to heirs

Control Asset Distribution

Decide who inherits what and when

Protect Your Assets

Safeguard wealth for future generations

Plan for Care Costs

Protect assets from care home fees

Preserve Family Wealth

Prevent wealth from being eroded over time

Gain Peace of Mind

Reduce family disputes and secure your wishes

Estate planning ensures your assets are protected, your wishes are honoured, and your loved ones are cared for.

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