SEND Advice

Planning for the long-term financial well-being of a loved one with special educational needs and disabilities (SEND) takes care, expertise, and sensitivity. This is especially important when it comes to passing on wealth and making sure support is in place for the future.

Why specialist planning matters

With the right guidance, families can:

✔ Transfer assets at the right time and in the right way, helping to avoid foreseeable harm and reduce complications later on
✔ Design financial arrangements that offer long-term stability, using trusts and strategies tailored to your family’s needs
✔ Protect eligibility for current or future means-tested benefits where applicable
✔ Gain confidence that their loved one will be financially secure, even after they are no longer around

The aim is to create a financial foundation that supports the individual and gives the wider family greater peace of mind.

Professional insight with a personal connection

Anthony brings both technical knowledge and lived experience to this area of planning. His late brother, William, lived with a disability, giving Anthony early insight into the emotional and practical challenges many families face. Now, as a parent himself, he continues to think deeply about how best to support a loved one with SEND, both now and in the future.

He regularly attends specialist seminars and collaborates with a network of legal, financial, and charitable professionals who work to improve outcomes for individuals with disabilities.

This understanding informs a sensitive and informed approach—helping families make carefully structured financial decisions that support both emotional wellbeing and long-term security.