by johnireland | Estate Planning Essentials
Leaving money directly to a vulnerable beneficiary — someone with a disability, mental health condition, addiction, or simply poor financial judgement — can do more harm than good. A direct inheritance above £16,000 can end means-tested benefits like Universal Credit...
by johnireland | Articles
When a Straightforward Inheritance Creates Problems Most estate plans assume that beneficiaries will be able to receive, manage, and benefit from their inheritance without difficulty. For the majority of families, that assumption holds. But for a significant minority,...