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Vulnerable Persons Trusts

Some Trusts for disabled people are able to get special tax treatment from HMRC. They are more usually referred to as ‘Vulnerable Beneficiary Trusts’.
For the Trust to qualify as a Vulnerable Beneficiary Trust, various conditions will apply.

Vulnerable Beneficiary Trusts for children are often set up in a parent’s Will, but they can also be set up in your lifetime as well.

Trust planning is complex, and we strongly recommend that you contact us for further guidance.

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