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Help - setting up discretionary disabled beneficiary trust from my sibling from overseas?

Hello everyone, I am wondering if anyone has been in this situation and might be able to help or shed some light. I live in Australia and my brother, who has learning difficulties, is in the UK. Our ...

Profile picture of the author Discussion in Benefits and financial support - 9 Jun 2021

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Creating a disabled person's trust after death

As executor of a will, can I set up a disabled person's trust for a beneficiary after the death of the donor, if the donor has expressed the wish to have the trust set up in a Letter of Wish (and not ...

Profile picture of the author Discussion in Benefits and financial support - 14 May 2024

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I've been made a trustee of a Discretionary Trust fund

I've been made a trustee of a Discretionary Trust fund with several beneficiaries, one of whom is disabled and the primary beneficiary - X. Disabled X currently receives housing benefit, DLA and a ...

Profile picture of the author Discussion in Benefits and financial support - 17 Sep 2018

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Review on Trustpilot. New site

I have put my thoughts on the forum on Trustpilot, since I do not think they would last five minutes here. A copy has gone to Scope. I have valid points and I expect to be heard, not told to stop ...

Profile picture of the author Discussion in People power - 16 Sep 2024

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Bare trusts - mortgage interest question

20 years ago I settled a personal injury claim, I settled knowing that if the settlement money was placed into a 'Bare' trust I would still be allowed certain Social Security Benefits. The reason for ...

Profile picture of the author Discussion in Employment and Support Allowance (ESA) - 5 Jan 2018

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Income related ESA, PIP , Shaw Trust

Hi all, My Name is Sue and I have just joined as I am so confused about what I should be entitled to and where to go next . Long story cut short I have always worked in finance since I was 17, three ...

Profile picture of the author Discussion in Employment and Support Allowance (ESA) - 16 Jun 2017

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Vulnerable Person Trust: "ceasing to be vulnerable"

We have established a VP Trust on behalf of my 9-yo autistic grandson, recipient of DLA at the middle level. (This is not normally a DIY project but I am a retired trusts and estates lawyer from ...

Profile picture of the author Discussion in Benefits and financial support - 4 Nov 2022

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Child trust fund

My daughter has a child trust fund. She turned 18 recently and have been told she can withdraw the money. She has severe learning difficulties and couldn't manage her own money. How do I go about ...

Profile picture of the author Discussion in Benefits and financial support - 18 Jan 2023

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Charities able to act as trustees of a discretionary trust?

Hello, Does anyone know of any charities able to act as trustee for a disabled person? I am a lay trustee of a discretionary will trust and unfortunately need to step down for health reasons. The ...

Profile picture of the author Discussion in Benefits and financial support - 1 Dec 2020

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Setting up a discretionary disabled trust for my brother

Hi there, I need to set up a discretionary disabled trust for my brother, as laid out in my late mum's will. I am the lead trustee. My question is, how do I go about setting it up? I have her will, ...

Profile picture of the author Discussion in Benefits and financial support - 10 Jun 2022

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