Welcome to Special Needs Planning: The Podcast created by SENDA
We’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.
There's a lot of negative press around at the moment around trusts.
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.
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.
Financial planning
Special needs families
Disability financial planning
Special needs trusts
Financial security
Future planning
Estate planning
Wealth management
Vulnerable persons trust
Disabled persons trust
Discretionary trust
Will
Wills
Wills and trusts
Special needs parenting
Caregiver support
Family budgeting
Long-term care planning
Sibling planning
Guardianship
Life care planning
Caregiver financial stress
Court of protection
deputyship
Tax strategies for special needs
Government benefits
Financial aid for disabilities
Insurance for special needs families
Disability rights and finance
Inclusive financial education
Transition planning (school to adult life)
Advocacy and financial literacy
Navigating financial systems
Empowering special needs families
Enabling
SENDA
Special needs and disabilities
Disabled person
Disabled Children
Special Educational Needs
SEND
SEN
Education Health & Care Plan
EHCP
Financial planning
Personal finance
Wealth management
Financial literacy
Money management
Budgeting tips
Retirement planning
Investment strategies
Long-term financial goals
Financial independence
Budgeting basics
Saving strategies
Investing 101
Tax planning
Debt management
Credit scores
Emergency funds
Financial goals
Passive income
Estate planning
Life insurance
Critical Illness Insurance
Shareholder insurance
Key Person Insurance
Private Medical insurance
Millennials and money
Financial planning for families
Gen Z investing
Couples and money
Money tips for parents
Small business finances
How to build wealth
Financial freedom
Smart money moves
From debt to wealth
Money mindset
Master your money
Stop living paycheck to paycheck
Autism
Complex Autism
Special Needs Parent
Special Needs parenting
Autism Mum
Autism Dad
Specialist Schools
Financial Adviser
Financial Planner
IFA
Chartered Financial Planner
22 Apr 2026
Financial Planning at the sharp end: PI & CoP
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.
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 advice for protected beneficiaries. Her commitment to excellence in vulnerable client care has earned her national recognition, including Professional Adviser’s Woman of the Year – Vulnerable Client Care in both 2023 and 2025, as well as a 2025 commendation for Outstanding Contribution to the Profession.
Fifteen years prior to joining Chase de Vere in 2020, Jennifer co-founded the specialist firm Nestor Financial Group, playing a key role in building it into one of the UK’s most respected names in personal injury financial advice. She is also a frequent speaker and writer within the legal sector, contributing insights that help practitioners better understand the financial needs of injured and vulnerable clients.
Financial planning
Special needs families
Disability financial planning
Special needs trusts
Financial security
Future planning
Estate planning
Wealth management
Vulnerable persons trust
Disabled persons trust
Discretionary trust
Will
Wills
Wills and trusts
Special needs parenting
Caregiver support
Family budgeting
Long-term care planning
Sibling planning
Guardianship
Life care planning
Caregiver financial stress
Court of protection
deputyship
Tax strategies for special needs
Government benefits
Financial aid for disabilities
Insurance for special needs families
Disability rights and finance
Inclusive financial education
Transition planning (school to adult life)
Advocacy and financial literacy
Navigating financial systems
Empowering special needs families
Enabling
SENDA
Special needs and disabilities
Disabled person
Disabled Children
Special Educational Needs
SEND
SEN
Education Health & Care Plan
EHCP
Financial planning
Personal finance
Wealth management
Financial literacy
Money management
Budgeting tips
Retirement planning
Investment strategies
Long-term financial goals
Financial independence
Budgeting basics
Saving strategies
Investing 101
Tax planning
Debt management
Credit scores
Emergency funds
Financial goals
Passive income
Estate planning
Life insurance
Critical Illness Insurance
Shareholder insurance
Key Person Insurance
Private Medical insurance
Millennials and money
Financial planning for families
Gen Z investing
Couples and money
Money tips for parents
Small business finances
How to build wealth
Financial freedom
Smart money moves
From debt to wealth
Money mindset
Master your money
Stop living paycheck to paycheck
Autism
Complex Autism
Special Needs Parent
Special Needs parenting
Autism Mum
Autism Dad
Specialist Schools
Financial Adviser
Financial Planner
IFA
Chartered Financial Planner
Personal Injury
Court of Protection
1 Apr 2026
Understanding EHCPs (Education Health & Care Plans) and what it means to your clients
Kelly Lampard is the founder of SEND Navigator, aneurodiversity-informed digital platform currently in development, designed to simplify the SEND system for families.
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.
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.
In this episode, Kelly helps to clarify the purpose of an EHCP so that as financial and legal advisers, we can better understand the nature of our client's needs.
SEND Navigator | Navigate EHCPs & School Support with Confidence (https://www.send-navigator.com/)SEND Support – Bath Family Law (https://bathfamilylaw.co.uk/services/send-support/)
Financial planning
Special needs families
Disability financial planning
Special needs trusts
Financial security
Future planning
Estate planning
Wealth management
Vulnerable persons trust
Disabled persons trust
Discretionary trust
Will
Wills
Wills and trusts
Special needs parenting
Caregiver support
Family budgeting
Long-term care planning
Sibling planning
Guardianship
Life care planning
Caregiver financial stress
Court of protection
deputyship
Tax strategies for special needs
Government benefits
Financial aid for disabilities
Insurance for special needs families
Disability rights and finance
Inclusive financial education
Transition planning (school to adult life)
Advocacy and financial literacy
Navigating financial systems
Empowering special needs families
Enabling
SENDA
Special needs and disabilities
Disabled person
Disabled Children
Special Educational Needs
SEND
SEN
Education Health & Care Plan
EHCP
Financial planning
Personal finance
Wealth management
Financial literacy
Money management
Budgeting tips
Retirement planning
Investment strategies
Long-term financial goals
Financial independence
Budgeting basics
Saving strategies
Investing 101
Tax planning
Debt management
Credit scores
Emergency funds
Financial goals
Passive income
Estate planning
Life insurance
Critical Illness Insurance
Shareholder insurance
Key Person Insurance
Private Medical insurance
Millennials and money
Financial planning for families
Gen Z investing
Couples and money
Money tips for parents
Small business finances
How to build wealth
Financial freedom
Smart money moves
From debt to wealth
Money mindset
Master your money
Stop living paycheck to paycheck
Autism
Complex Autism
Special Needs Parent
Special Needs parenting
Autism Mum
Autism Dad
Specialist Schools
Financial Adviser
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