The Team Approach to Special Needs Planning

13/08/2025 35 min

Listen "The Team Approach to Special Needs Planning"

Episode Synopsis

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 | LinkedInFinancial planningSpecial needs familiesDisability financial planningSpecial needs trustsFinancial securityFuture planningEstate planningWealth managementVulnerable persons trustDisabled persons trustDiscretionary trustWillWillsWills and trustsSpecial needs parentingCaregiver supportFamily budgetingLong-term care planningSibling planningGuardianshipLife care planningCaregiver financial stressCourt of protectiondeputyshipTax strategies for special needsGovernment benefitsFinancial aid for disabilitiesInsurance for special needs familiesDisability rights and financeInclusive financial educationTransition planning (school to adult life)Advocacy and financial literacyNavigating financial systemsEmpowering special needs familiesEnablingSENDASpecial needs and disabilitiesDisabled personDisabled ChildrenSpecial Educational NeedsSENDSENEducation Health & Care PlanEHCPFinancial planningPersonal financeWealth managementFinancial literacyMoney managementBudgeting tipsRetirement planningInvestment strategiesLong-term financial goalsFinancial independenceBudgeting basicsSaving strategiesInvesting 101Tax planningDebt managementCredit scoresEmergency fundsFinancial goalsPassive incomeEstate planningLife insuranceCritical Illness InsuranceShareholder insuranceKey Person InsurancePrivate Medical insuranceMillennials and moneyFinancial planning for familiesGen Z investingCouples and moneyMoney tips for parentsSmall business financesHow to build wealthFinancial freedomSmart money movesFrom debt to wealthMoney mindsetMaster your moneyStop living paycheck to paycheckAutismComplex AutismSpecial Needs ParentSpecial Needs parentingAutism MumAutism DadSpecialist SchoolsFinancial AdviserFinancial PlannerIFAChartered Financial Planner