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A disabled person’s trust, also known as a “disabled discretionary trust” or “trust for a vulnerable person,” plays a pivotal role in safeguarding the financial and personal interests of individuals with disabilities. In England and Wales, these trusts are widely utilised to ensure that beneficiaries with disabilities are supported without jeopardising their entitlement to means-tested […]

Losing a parent is an incredibly challenging experience, and providing financial security for the bereaved minor is crucial. A Bereaved Minors Trust (BMT) offers a way to manage and protect assets intended for a child’s benefit until they reach adulthood. However, there may be circumstances where transferring a BMT to another trust might be considered. […]