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IFA recommendations for Vulnerable Beneficiary Trust?

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Robert-2025
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3 weeks 1 day ago #311940 by Robert-2025

IFA recommendations for Vulnerable Beneficiary Trust? was created by Robert-2025

My parents have set up a Vulnerable Beneficiary Trust (VBT) for me as I am on UC.

Can anyone recommend an IFA with knowledge/experience of VBTs? The trustees are based in Sussex but would be happy to deal with someone by video/phone if necessary.

Thanks.

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David
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2 weeks 6 days ago #311990 by David

Replied by David on topic IFA recommendations for Vulnerable Beneficiary Trust?

Hi Robert-2025

I cannot help with this but maybe someone else can.

David

Nothing on this board constitutes legal advice - always consult a professional about specific problems

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tomtom
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1 week 4 days ago #312198 by tomtom

Replied by tomtom on topic IFA recommendations for Vulnerable Beneficiary Trust?

Hi, used these for my daughter before

Thomson Snell & Passmore (Tunbridge Wells)

ts-p.co.uk/insights/the-use-of-trusts-fo...rable-beneficiaries/

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