Trusts are widely used to protect assets and their use is particularly important in protecting the financial stability of a disabled or vulnerable person throughout their lifetime. Where the beneficiary of a trust is disabled or vulnerable such trusts qualify for special tax treatment providing certain conditions are satisfied. Trusts for the disabled or vulnerable will also protect the beneficiary’s entitlement to means tested benefits.
It is, therefore, very important to seek legal advice when looking to create such trusts especially when making a will. A badly prepared will could result in the disabled person’s benefits and Local Authority funding being stopped. A deputy application to the court of protection may also have to be made so that someone is appointed to look after the vulnerable person’s financial affairs which can be expensive. There may also be inheritance tax consequences and the vulnerable person’s legal representative may make a claim against the estate for financial provision.
It is, therefore, very important that specialist advice is sought when creating such trusts to ensure that the future security of a relative who is unable to manage their own financial affairs is protected.
For anything further, one of our specialists would be delighted to meet you either in our office or in your own home to talk through your requirements and answer any questions. Please contact us at any time.
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20 years. Thousands of ideas. Countless improvements to health and care across the North East and North Cumbria.
We`re proud to sponsor the 20th Bright Ideas in Health Awards — a true milestone for a programme that`s shone a light on innovation since 2003.
Got a bright idea? Entries close 11:59pm, Friday 27 November 2026.
🔗 https://brightideasinhealth.org.uk/
#BIHA20
Oct 9
We were proud to sponsor the first ever CBIT`s Got Talent in Sheffield, raising £9,258 for the Child Brain Injury Trust.
Thank you to co-sponsor Maggie Sargent & Associates, the performers, and everyone who came along. Plans are already under way for an encore next yea👏
Read more - https://tinyurl.com/ynbswynf
#CBITsGotTalent #ChildBrainInjuryTrust #Sheffield #Fundraising #BrainInjury #CharityEvent
Oct 9
Think you know your stuff? Join Sintons` Trainees for our Fundraising Quiz Night at Shearer`s Bar, St James` Park on 12th Nov.
Quiz, raffle & games, all in aid of @stoswaldsuk and our Trainee Challenge.
🎟️ £12.50pp or £70 per table of 6.
#SintonsTrainees #QuizNight #Newcastle #StOswaldsHospice
Oct 8
Employment Law E-Bulletin 104 is out:
🔷Individuals can be liable for failure to make reasonable adjustments
🔷Vicarious liability doesn`t transfer under TUPE
🔷Govt response on union rights statement duty
https://tinyurl.com/2v3mc2u7
#EmploymentLaw #HR #TUPE
Oct 8
The Building Safety Levy is now in force for certain residential projects in England, but standard form contracts like JCT D&B 2024 don`t yet deal with it.
Are your contracts ready? Make sure they cover who provides the levy information and who pays.
https://tinyurl.com/2p9pbscv
#BuildingSafetyLevy #Construction #BuildingSafety #ConstructionLaw #Contracts
Oct 7
Join us on 11th November for our seminar: When Trauma Shapes the Narrative – understanding and working with PTSD
We`ll look at how PTSD develops after significant trauma, its impact on rehabilitation in a medico-legal context, and evidence-based treatments including Trauma Focused CBT and EMDR.
Led by Craig Thompson, CBT Therapist at Talking House North East, and Barry Lehane RGN, LLM., Case Manager at Empowering U
📍 Sintons, The Cube, Newcastle
🕓 Arrival 4.00pm | Seminar 4.30pm
Book your place - https://tinyurl.com/zd3tk254
Nicki Waugh hashtag#PTSD hashtag#Trauma hashtag#EMDR hashtag#Newcastle
Oct 7
