Financial Advisor & Mortgage Broker in Beverley

        Independent Financial Advisor & Mortgage Brokers  

37a North Bar Within, Beverley, East Riding Of Yorkshire, HU17 8DB

Hull   01482 350375             Sheffield   0114 3087676

At Linkage Financial Solutions, we understand the importance of trusts for vulnerable beneficiaries. A trust is a legal arrangement that allows assets to be managed and protected for the benefit of individuals who may not have the capacity to handle their own finances.


When it comes to vulnerable beneficiaries, such as those with disabilities or mental health issues, trusts can provide much-needed security and support. By placing assets in a trust, we can ensure that these beneficiaries are taken care of throughout their lives.


One of the key advantages of trusts is that they allow for professional management of assets. Linkage Financial Solutions has a team of experienced professionals who can oversee the trust and make informed decisions regarding investments and distributions.


Furthermore, trusts can also protect vulnerable beneficiaries from financial exploitation. By designating a trustee to manage the assets, we can ensure that the funds are used for the intended purpose and not misused or taken advantage of.

Trusts for vulnerable people

Trusts for vulnerable people & Tax


Some trusts for disabled people or children get special tax treatment. These are called ‘trusts for vulnerable beneficiaries’. 


Who qualifies as a vulnerable beneficiary


A vulnerable beneficiary is either someone under 18 whose parent has died or a disabled person who is eligible for any of the following benefits (even if they do not receive them):

A vulnerable beneficiary can also be someone who is unable to manage their own affairs because of a mental health condition - check with a medical professional that it’s covered by the Mental Health Act 1983.


Source- Trusts and taxes: Trusts for vulnerable people - GOV.UK (

The value of investments can fall as well as rise and you may not get back the amount originally invested. 

Disabled person’s trust


You can put money and property into a trust for a disabled person. Trustees manage the trust. This could be:

  • before you die
  • after you die, through your will

This type of trust is good for managing:

  • support with money
  • risk of financial abuse
  • means testing for benefits and support, including social care

This type of trust lasts for the lifetime of the disabled person. When they die, the money or property could pass to someone else that you choose.

For example, if you have 1 disabled child and 1 or more non-disabled children, the disabled person’s trust could pass down to the non-disabled children.


Source - Trusts and inheritance | Disability charity Scope UK

To book an appointment with Linkage Financial Solutions, simply fill out our online form or give us a call. 


Don't wait any longer, book your appointment today and take the first step towards a brighter financial future.

Independent Financial Advice & Mortgage Brokers

2nd floor, 37a North Bar Within, Beverley, HU17 8DB

Call us Now on  01482 350375 or Sheffield 0114 3087676

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Linkage Financial Solutions Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Linkage Financial Solutions Ltd is entered on the FCA register ( under no. 998729. Registered office: 2nd Floor, 37a North Bar Within, Beverley HU17 8DB. Registered in England and Wales Number: 14757948.

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