Special Needs Planning: The Podcast

Welcome to Special Needs Planning: The Podcast created by SENDAWe’re on a mission - creating secure financial futures for every kind of life and every kind of family.And we’d love you to join us on that journey.We want to transform the advice market in Special Needs Planning. And that starts with you.Why?Because families with SEND dependents have very different financial and inheritance planning needs from those without.Join us as we keep learning more and in doing so, improve outcomes for some of our most vulnerable clients.

Special Needs Planning: The Podcast is a business podcast hosted by Rhiannon Gogh and Ali Fanshawe, with 24 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Rhiannon Gogh and Ali Fanshawe hosts Special Needs Planning: The Podcast, a business show with 24 episodes published.

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  Special Needs Planning: The Podcast

  Trusts & vulnerable clients

  May 27, 202626 minS0

  <p>There's a lot of negative press around at the moment around trusts.</p><p><br></p><p>But the use of trusts for vulnerable clients or families who have children who will be lifelong dependents can be incredibly beneficial, for many reasons.</p><p><br></p><p>Here we talk to Heledd Wyn, SENDA Board Member and Solicitor (TEP) at Rothley Law about what to think about when discussing trusts with clients.</p><p><br></p><p></p><p>Financial planning</p><p>Special needs families</p><p>Disability financial planning</p><p>Special needs trusts</p><p>Financial...

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  Special Needs Planning: The Podcast

  Financial Planning at the sharp end: PI & CoP

  Apr 22, 202631 minS0

  <p>Jennifer Stone is an award-winning Independent Financial Adviser with over 30 years’ experience, specialising in personal injury and clinical negligence cases. Currently with Chase de Vere, she is widely recognised for her expertise in advising both claimants and defendants, and has produced more than a thousand expert witness reports over the course of her career.</p><p>Jennifer’s work sits at the intersection of finance, law, and vulnerability. She supports clients and legal teams with complex topics such as personal injury trusts, long-term financial planning, and Court of Protection matters, and is regularly appointed by Deputies to provide financial advi...

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  Special Needs Planning: The Podcast

  Understanding EHCPs (Education Health & Care Plans) and what it means to your clients

  Apr 1, 202633 minS0

  <p>Kelly Lampard is the founder of SEND Navigator, aneurodiversity-informed digital platform currently in development, designed to simplify the SEND system for families. </p><p>Alongside building SEND Navigator, she leads the SEND service line at Bath Family Law, supporting families navigating the intersection of separation, education law, and additional needs. </p><p>Drawing on both professional training and lived experience as a parent, Kelly is passionate about creating clearer, fairer pathways for children with SEND and the families who support them.</p><p>In this episode, Kelly helps to clarify the purpose of an EHCP so that as financial...

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  Special Needs Planning: The Podcast

  The ground-breaking review of tax & disability in the UK

  Mar 11, 202631 minS0

  <p>Paul is a part-time Departmental Lecturer in Taxation Law atthe University of Oxford following a career focussed on corporate financial advisory work - spending much of the last 18 years of his executive career advising defined benefit pension scheme trustees on financial aspects of therelationship between the scheme and its sponsoring employers.  He also works for a professional pension trustee company.</p><p><br></p><p>Paul is father of a young person with special needs and in2023 completed a part-time PhD addressing the question "Is the UK tax system effective in supporting disabled people?".  The concept for the simplified sav...

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  Special Needs Planning: The Podcast

  Disability & Accessibility in Insurance & Finance

  Feb 11, 202633 minS0

  <p>Eddie is a passionate advocate for the insurance and financial planning profession. He is a Disability and AccessAmbassador for Insurance, a Non-Executive Director of the PFS and serves on the board of the European Financial Planning Association.</p><p>Throughout his career, Eddie has been dedicated tosupporting, mentoring, and spearheading initiatives that build consumer confidence and trust.</p><p>A lifelong champion of apprenticeships and professionaldevelopment, Eddie chairs the advisory board of the Finance in Society Research Institute and has been involved in the development of University courses.</p><p>Beyond finance, Eddie brings the same curiosity and care...

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