Access Compass

Access Compass guide

Legal & financial planning for families of disabled children

How to protect your child's financial future through wills, trusts, guardianship and managing benefits.

Published by Access Compass · How we research and check guides

Who it's for: Parents & carers

✓ Verified Last checked 7 Jul 2026. Always confirm details with the service before relying on them.

Step by step

  1. Make a will

    Ensure your assets go where you intend and appoint guardians for your children. A solicitor can help you include special provisions for disabled beneficiaries.

  2. Consider a discretionary trust

    A trust can provide for your child without affecting means-tested benefits. Choose trusted trustees and write a letter of wishes explaining how funds should be used.

  3. Set up Powers of Attorney or deputyship

    If your young person has capacity at 18, they can make a Lasting Power of Attorney to allow trusted people to manage finances. If they lack capacity, you may need to apply to the Court of Protection for deputyship.

  4. Plan for long-term care costs

    Review insurance policies, pensions and savings. Speak to an independent financial adviser with expertise in disability planning.

  5. Review regularly

    Life changes such as marriage, divorce or a new diagnosis can affect your plans. Update your will and trust documents as needed.

Source: https://www.gov.uk/wills-probate-inheritance

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