Do you have a vulnerable person you would like to include as a beneficiary?
It is natural to worry about what will happen to them and to their potential inheritance. This is where forward-planning can help.
Trusts- either in your lifetime or in your Will- can be used to protect assets if you have a beneficiary who is vulnerable or you are concerned will mis-manage their inheritance.
The use of a trust can also ensure that your chosen beneficiary does not lose access to means-tested benefits.
Trusts for vulnerable people can be extremely useful but they can also have tax consequences. Stone King can help navigate you through the legal and taxation aspects of these trusts and help you decide what is best for you and your family.
For more information call 01225 337599 or email info@stoneking.co.uk
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