Free guide for advisers
When a client has a a child or young person with special educational needs or a disability, a standard fact-find can miss the risks that matter most. This free guide gives you nine questions to add, why each one matters, and what to flag on file.
Why it matters
Families supporting a child or young person with an EHCP, or a young person who may depend on them for life, face planning risks that are easy to miss. Money left or saved in the child or young person’s own name. Accounts that pass to their control at 18. Wills that don’t reflect their vulnerability. Protection that ends too soon.
These questions can sit inside your fact-find or alongside it. They help you draw out foreseeable harm, and the opportunities to help families plan their future.
What’s Inside?
EHCPs, SEND assessments and tribunals, and how long the family’s support is likely to be needed.
Who might be vulnerable with money in their own name, what DLA or PIP can signal, and savings held for the young person.
Whether wills across the wider family reflect vulnerability, and who will act as trustee, executor or guardian.
Decision-making once the young person turns 18, and whether protection reflects a longer dependency.
Every question explains the planning risk it draws out, so you know why you’re asking it.
A prompt for what to note down, depending on the answer, ready for your next review.
Download the free guide and start spotting the families who need a closer look.
Want the technical detail behind each answer? SENDA training covers which structures apply, how benefit interactions work and the regulatory considerations. Find out about our courses
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