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Charities able to act as trustees of a discretionary trust?

123Sarah123Sarah Member Posts: 4 Listener
edited December 2020 in Finances and extra costs

Hello,

Does anyone know of any charities able to act as trustee for a disabled person? I am a lay trustee of a discretionary will trust and unfortunately need to step down for health reasons. The other trustees at present are solicitors which will get expensive I think. 

The main intended beneficiary of the trust is a deaf woman with moderate learning difficulties who is on the autism spectrum. However, she only self-identifies as deaf without speech. The main task is selling the current property held in trust and finding a smaller property to buy for my friend to live in. From Google I’ve only found that Mencap have a trust company, but wondered if you knew of smaller charities which provide this service, particularly as the beneficiary is resistant to the idea that she has learning difficulties. We are based in the East Midlands if you perhaps know of any local charities?

With thanks and best wishes,

Sarah

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Replies

  • Ross_ScopeRoss_Scope Community Team Posts: 2,373 Disability Gamechanger
    Welcome to the community @123Sarah

    I'm not personally aware of an answer to your query, but it has been tagged as unanswered so hopefully someone else will.
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  • Tori_ScopeTori_Scope Community Team Posts: 3,210 Disability Gamechanger
    I'm also not sure I'm afraid @123Sarah! Have you been able to find any answers elsewhere? 
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  • 123Sarah123Sarah Member Posts: 4 Listener
    edited December 2020
    Hi Tori, 
    Only Mencap so far have emerged as a possibility. I have a call next week with one of the charities for the deaf who may have suggestions for finding support even if they can't be trustees, so fingers crossed for that. 
    Best wishes,
    Sarah
  • Tori_ScopeTori_Scope Community Team Posts: 3,210 Disability Gamechanger
    Fingers crossed they'll have some more answers for you @123Sarah! Scope also have a Helpline you can call on 0808 800 3333, so definitely get in touch with them if you're still unsure, as they might know :) 
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  • 123Sarah123Sarah Member Posts: 4 Listener
    Thanks Tori, the Scope helpline suggested I ask in the forum so if anyone has been in a similar situation, it would be great to hear from you!
    Have a good weekend :)
  • Tori_ScopeTori_Scope Community Team Posts: 3,210 Disability Gamechanger
    Ah, right! :D Well perhaps someone will see your post and know the answer @123Sarah. I'm sure you can't be the first person to have this question.
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  • newbornnewborn Member Posts: 655 Pioneering
    This must be a common problem.  Carer charities, or deaf or autistic ones, or the advocate organisations ,or even social services may know?
    She is lucky to have you looking out for her.
  • 123Sarah123Sarah Member Posts: 4 Listener
    Thanks for the ideas @newborn !

  • davegregson40davegregson40 Member Posts: 74 Pioneering
    There is always organisations such as the NCVO and Small Charities Coaltion that have a broad collective of charities and voluntary organisations 
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