This is a short chronology of transition events that happen on a specific timeline.
Home > Categories > SEND Transitions > Financial Matters > Future Planning
Everyone should have a will and if you are a parent of a disabled young person you are likely to need a trust to help them benefit from your assets when you die without leaving them directly to the young person which could leave them vulnerable. Wills and trusts are legal structures and there's no 'one size fits all' option
This is a short chronology of transition events that happen on a specific timeline.
Tags: appointee, benefits, deputyships, education, healthcare, power of attorney, social care, trusts, wills
To quote a well known quote this document is about ‘known knowns, known unknowns and unknown unknowns’ around SEND Transitions. As a workshop it is a light touch run through the many changes that might come your way when your young person approaches adulthood – raising awareness of what you might need to know. The following are the speaker notes from the workshop.
Tags: appointee, benefits, deputyship, deputyships, education, ehcp, healthcare, lasting power of attorney, lpa, pip, PoA, power of attorney, social care, trusts, uc, universal credit, wills
Where to put our young person’s money and how to manage it comes up a lot. So this is an article with information about bank accounts.
Tags: bank accounts, financial matters
This workshop is expanding on the financial topics touched on in our All Kinds of Everything workshop. You should note that I am not a financial or legal expert and that as family circumstances are going to vary you may need to consult a solicitor or financial advisor to ensure you have the correct information for your circumstances.
A quick overview of what a DWP Appointee is and when you might become one for a disabled young person. DWP stands for Department of Work and Pensions.
Tags: benefits, DWP Appointee
Discussing the difference between a Lasting Power of Attorney (LPA) and a Deputyship.
This is a guide from hft who are on a mission to make lives of learning disabled people better. I regularly refer to their guide to the care act and this guide about money matters is equally good and easy to read.
If your young person was born between 1 September 2002 and 2 January 2011 you might have a Child Trust Fund (CTF) for them. This document is an overview of what is a CTF and how to access the money when your young person turns 18.
Tags: child trust fund
A link to easy read guides from Mencap for people supporting a person making an LPA, the person making the LPA and the certificate provider. And a brief explanation about the difference between LPA and deputyship.
Notes written up by Sue Robson from a Renaissance Legal webinar on 11 September 2024 about wills and trusts – these notes have not been checked by Renaissance or any legal expert.
Tags: wills and trusts
This document is a short overview of who can be an Attorney and the process. Please note: I have no legal experience. These are notes that I have written up following webinars aimed at parents and carers. They have not been checked by a solicitor.
Notes about Lasting Power of Attorney written up following webinars aimed at parents and carers. These notes contain quite a lot of detail. Please note: I have no legal experience. These are notes that I have written up following webinars aimed at parents and carers. They have not been checked by a solicitor.