Law For Life 22 | Protecting Vulnerable Beneficiaries in Your Will

Law For Life

Wednesday, 9 September 2026 - 23 minutes

Franklins solicitor Eddie Bell joins Chris Gregg to discuss an important but often overlooked aspect of making a will: protecting vulnerable beneficiaries.

They explore how trusts can be used to protect inheritances for children under 18, people with disabilities, and beneficiaries who receive means-tested benefits. Eddie explains the differences between discretionary trusts, disabled person's trusts and life interest trusts, and how trustees can help manage money while protecting a beneficiary's interests.

The conversation also covers choosing suitable trustees, letters of wishes, protecting against mismanagement, inheritance tax considerations, lasting powers of attorney and what happens to a trust when a vulnerable beneficiary dies.

As every family's circumstances are different, professional legal advice is recommended when deciding how best to protect a vulnerable beneficiary.

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