Wills and Trusts for Special Needs

With

Rhiannon Gogh

• 6 Modules

(5 stars) • 34 reviews

Introduction

About This Course

How can you make sure your SEND child’s future will be secured? How do wills and trusts work for SEND families and how can you be confident you have the right protection? This course aims to give you the working knowledge and process to follow when arranging wills and trusts to protect your young person with SEND.

Wills and trusts can be complicated, and costly to arrange. But trusts in particular offer powerful protection for families with disabled children. Knowing what questions to ask your solicitor and what choices you have ensures you set off on the right path and don’t make expensive mistakes. 

Course Content

Introduction

Downloadable Resources

What You Will Learn In This Course

How to use wills and trusts to ensure the money you leave behind stays safe

The obstacles that stop the vulnerable receiving an inheritance and how to plan around these

How to check your future planning against the three hard truths that trip SEND parents up

Get to grips with trusts, know your choices and what to ask your solicitor

How to protect means-tested benefits, funded care and funded living arrangements

How to use the ARMed parent/carer framework to future-proof financial decisions you make from here on

How to leave instructions and choose your ‘team’ left behind

About Your Instructor

Rhiannon Gogh

Award-winning Chartered Financial Adviser • Founder

My name is Rhiannon Gogh, I’m a Chartered Financial Adviser, a Fellow of the Personal Finance Society and Founder of SENDFA (The UK Alliance of Special Needs Financial Advisers). I have a son with autism and what I’ve learnt about financial planning for SEND families over the last decade has utterly shocked me. Putting together a pathway for parents to follow has taken seven years of trial and error, research, and collaboration with other professionals. There was no handbook to follow, so I’ve written the ‘Planning with Love’ series of books for families like mine.

In my career I’ve sadly come across many families who faced irreversible financial harm, just because they didn’t know the issues and what steps they could have taken. It’s my aim that these courses will help you avoid the traps and give you the confidence you need to step forward in your planning for the future.

I’ve trained thousands of SEND parents, presented to special schools, charities, financial planning bodies and industry organisations. I’m excited to share these valuable courses with as many SEND parents as possible on the Carer’s Academy.

What Our Customers Say

Lucy Thompson

“Really Informative! I now have all I need to piece it all together”

Frequently asked questions

Are the courses designed for parents of all special needs children?

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Are the courses designed for parents of all special needs children?

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£44.99

£52.99

15% off

Wills and Trusts for Special Needs Course

(5 stars) • 34 reviews

This Course Includes:

30-Day Money-Back Guarantee

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