× Members

IFA recommendations for Vulnerable Beneficiary Trust?

More
2 weeks 2 days ago #311940 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.

Please Log in or Create an account to join the conversation.

More
1 week 6 days ago #311990 by David
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
The following user(s) said Thank You: Robert-2025

Please Log in or Create an account to join the conversation.

More
5 days 5 hours ago #312198 by tomtom
Hi, used these for my daughter before

Thomson Snell & Passmore (Tunbridge Wells)

ts-p.co.uk/insights/the-use-of-trusts-fo...rable-beneficiaries/
The following user(s) said Thank You: David

Please Log in or Create an account to join the conversation.

Moderators: GordonlatetrainBISCatherine12345ChrisDavidKeelyJasmine