Trusts and universal credit

Will the capital value of a trust fund, subject to a protective life interest, be treated as capital of a universal credit claimant who is the life tenant?

Will the capital value and/or the income of a trust fund subject to a discretionary trust, be treated as capital and/or the income of a universal credit claimant, who is treated as the principal beneficiary of the trust?

Simon Northcott

Q1. Only the income counts while the life interest subsists.If it ends(forfeiture event or trustee exercise of a power of appointment) a DT will usually arise so on to Q2

Q2. A discretionary object has a mere spes so only actual payments count.

Jack Harper

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Is the situation covered by the Universal Credit Regulations 2013?

The Regulations support my view above

Jack harper

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