5. Making financial plans

Making decisions about leaving your money and possessions is an important part of planning for the future.

If you are able to leave something for your relative with a learning disability, this could provide them with additional choices and flexibility in their life and enable them to spend money on things as their needs change. This should be done in a way that will be recognised in law rather than relying on a friend or relative to informally put it in place.

This section looks at:

  • making a will
  • discretionary trusts
  • leaving your property in your will
  • disabled persons’ trusts
  • lifetime trusts
  • appointeeship and suitable persons.

Download section five

Download the full guide

The Thinking Ahead guide is also available to purchase as a printed copy, with a price of £12. To order your guide, please email us at publications@mentalhealth.org.uk.