Tagged: trusts

Free financial advice for professional trustees

Some blunt advice for trustees of trusts with funds available to invest. You can probably save a lot of money in fees once you realise that investing isn’t that hard, and low-fee, index-based funds can do most of the heavy-lifting for you.

Trusts and alienation

There are many reasons for setting up a trust. Estate and succession planning is one. Privacy is another. In many cases, people want to set up a trust to protect their assets. Trusts can be...