We’ll always have your loved one’s best interests at the heart of every decision we make. The money is for them, after all. We’re just here to manage and protect it – and support them to access it when they need it.

Every trust is different

Every trust is different. But for each one we consider things like how old the person is, the size of the trust, and if there’s likely to be more money coming into the trust during their lifetime. Then we calculate how much is a sustainable amount to spend from that trust each year. We also review your ‘letter of wishes’ to help inform our decisions about what they money should be used for.

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The team can approve requests for money up to a certain amount. For larger amounts or unusual requests, we involve our board, which includes people with expertise in health and social care, social work, trusts and investments, as well as lived experience of learning disability . They review the request in detail and decide what to do, keeping your wishes in mind and your loved one’s interests at heart.

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