We're joined this week by Heledd Wyn - she has a passion for working together with other advisers for the benefit of her clients. We hear from Heledd as she advocates for the team approach to special needs planning and why that's best for the client.
Heledd Wyn is a Partner specialising in private clientservices and long-term care, based in Bristol. With extensive experience in future planning, private wealth, and Court of Protection matters, Heledd provides expert guidance on Wills, Powers of Attorney, long-term care, andasset protection for both individuals and business owners.
She is also a trusted advisor on inheritance tax planning and trusts.
Heledd is particularly well-regarded for her expertise inlong-term and elderly care issues with an in-depth knowledge of care system funding.
And of course, most importantly, Heledd is an Advisory Boardmember of SENDA and best of all she is a Legal Linkedin Influencer with a lot to say about a lot of things – and I have to say, very funny with it.
You can find out more about Heledd and her work at: Heledd Wyn | LinkedIn
Financial planning
Special needs families
Disability financial planning
Special needs trusts
Financial security
Future planning
Estate planning
Wealth management
Vulnerable persons trust
Disabled persons trust
Discretionary trust
Will
Wills
Wills and trusts
Special needs parenting
Caregiver support
Family budgeting
Long-term care planning
Sibling planning
Guardianship
Life care planning
Caregiver financial stress
Court of protection
deputyship
Tax strategies for special needs
Government benefits
Financial aid for disabilities
Insurance for special needs families
Disability rights and finance
Inclusive financial education
Transition planning (school to adult life)
Advocacy and financial literacy
Navigating financial systems
Empowering special needs families
Enabling
SENDA
Special needs and disabilities
Disabled person
Disabled Children
Special Educational Needs
SEND
SEN
Education Health & Care Plan
EHCP
Financial planning
Personal finance
Wealth management
Financial literacy
Money management
Budgeting tips
Retirement planning
Investment strategies
Long-term financial goals
Financial independence
Budgeting basics
Saving strategies
Investing 101
Tax planning
Debt management
Credit scores
Emergency funds
Financial goals
Passive income
Estate planning
Life insurance
Critical Illness Insurance
Shareholder insurance
Key Person Insurance
Private Medical insurance
Millennials and money
Financial planning for families
Gen Z investing
Couples and money
Money tips for parents
Small business finances
How to build wealth
Financial freedom
Smart money moves
From debt to wealth
Money mindset
Master your money
Stop living paycheck to paycheck
Autism
Complex Autism
Special Needs Parent
Special Needs parenting
Autism Mum
Autism Dad
Specialist Schools
Financial Adviser
Financial Planner
IFA
Chartered Financial Planner
