Wills and Trusts for those with Special Needs:
A session aimed at parents and carers of those with special needs, explaining Wills and Trusts and how to use them to protect your family.
Many parents I meet for the first time simply aren’t aware that leaving money to a loved one with a learning disability can potentially cause so many problems. Choosing guardians can be difficult and knowing what the future holds is impossible.
As a parent to an autistic boy and a Chartered Financial Adviser I have put in place plans for my family which I want to share with you. My session includes tips, clear do's and dont's and issues that I'm sure will be of interest, if like I was, you are worried about what happens to your child when you are no longer here.
My sessions are jargon-free, aimed at educating and empowering parents to navigate their way through this minefield.
Note: This session is run in the United Kingdom based on UK laws and taxation.