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IFA recommendations for Vulnerable Beneficiary Trust?
- Robert-2025
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8 months 2 days 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.
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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8 months 1 day ago #311990 by David
Nothing on this board constitutes legal advice - always consult a professional about specific problems
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
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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7 months 3 weeks 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/
Thomson Snell & Passmore (Tunbridge Wells)
ts-p.co.uk/insights/the-use-of-trusts-fo...rable-beneficiaries/
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- Robert-2025
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6 hours 45 minutes ago #315797 by Robert-2025
Replied by Robert-2025 on topic IFA recommendations for Vulnerable Beneficiary Trust?
Thank you Tom. I’m sorry I didn’t reply sooner. I’ve only just seen your message. I think we’ve found an IFA who can help but I will save their details if it does t work out.
Many thanks and apologies once again.
Rob
Many thanks and apologies once again.
Rob
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