Set up a special disability trust
Set up a special disability trust We will set up a trust that funds care for life without costing your family member their pension. Leaving money to someone with a severe disability is the point at which ordinary estate planning stops working. A straightforward gift can push them over the assets test and cost them […]
Booklet: Special Disability Trusts (SDT) (Chapter 9 – Are there beneficial taxation consequences?)
Below is Chapter 9 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 13 – Summary)
Below is Chapter 13 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 12 – What are the ongoing obligations of an SDT?)
Below is Chapter 12 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 11 – Are there any investment restrictions on a SDT?)
Below is Chapter 11 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 10 – What are the administrative requirements of a special disability trust?)
Below is Chapter 10 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 8 – What is the effect of the assets test assessment exemption?)
Below is Chapter 8 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 7 – What is the effect of the ‘gifting concession’?)
Below is Chapter 7 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 6 – What are the advantages of an SDT?)
Below is Chapter 6 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 5 – Do you need medical reports confirming the disability?)
Below is Chapter 5 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]