Our client approached us with a considerable concern: she wanted to update her Will to ensure her son’s financial future was secure. Her son was facing personal challenges, and she feared that an outright inheritance might be squandered, leaving him without long-term support.
Understanding her worries, we proposed a balanced solution: incorporating a discretionary trust within her Will. This trust would safeguard a portion of her son’s inheritance, providing him with controlled access to the funds. Simultaneously, we recommended giving him a smaller outright gift to ensure he didn’t feel unfairly treated compared to his brother, who was receiving his share in full.
This approach struck a perfect balance, addressing her son’s needs while preventing potential disputes. Delighted with our tailored advice and comprehensive service, the client felt confident that her son’s future was protected and her wishes were honoured.
