Particular expertise advising recipients of legal settlements due to personal injury and medical negligence, once a case has settled.
Many claimants will not have the option to return to work, so it’s imperative that the settlement is well managed and a suitable financial strategy is implemented to secure their future. Dune Financial Planning Ltd have a strong history and breadth of experience providing post personal injury settlement advice to recipients of legal settlements, together with their trustees or deputy.
We specialise in the following
The effective use of Personal Injury Trusts, if the recipient is in receipt of means-tested welfare benefits or may require state support in the future
Providing support to deputies on Court of Protection cases and trustees of Personal Injury Trusts
Recommending and implementing a suitable financial strategy
Support preparing and reviewing the annual expenditure budgets
Cashflow modelling income and expenditure needs
Managing the medium to long term investment portfolio
Welfare benefits assessment
Workplace pension advice and support when directly employing carers
The recommendations and service we provide is always centred around acting in the client’s best interests.
