Wills & Estates
Planning for vulnerable beneficiaries
Provision for a beneficiary who may not be able to manage an inheritance directly.
Where a beneficiary has a disability, a health condition, or is simply young, an outright gift may not be in their interests and can affect other support they receive.
Arrangements exist to hold assets for their benefit instead. These are technical, and the right structure depends entirely on the individual's circumstances.
Things worth considering
- An outright inheritance may affect means-tested support
- Trustee selection is as important as the structure chosen
- Reviews are needed as circumstances change
Enquire about planning for vulnerable beneficiaries
Tell us what you would like to protect or resolve. One named contact will read your enquiry personally and come back to you.
- One dedicated point of contact
- No call centres
- Introductions handled discreetly
- Serving Hampshire, West Sussex, Surrey and the Isle of Wight
Cromwell Associates coordinates enquiries and introduces clients to appropriately qualified specialists. We do not provide regulated financial, legal or tax advice, and submitting this form places you under no obligation.
Your enquiry is reviewed personally before any introduction is made.