Ergon Wills and Trusts
Disabled/Vulnerable Persons Trust
Ergon Wills and Trusts

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Disabled/Vulnerable Persons Trust

Where a person is disabled and complies with S89 IHTA 1984 a disabled/vulnerable persons trust should be used particularly where the estate exceeds the nil rate band, which benefits from preferential tax treatment. The testators should underpin this with a letter of wishes detailing their intentions of how they wish the trusts to be run.

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