Is now the time to consider protecting and managing your wealth for future generations?
A trust can be an effective solution for many individuals and families aiming to protect and manage their wealth. Trusts provide a structured method for transferring assets to beneficiaries, especially across generations, while ensuring the funds are utilised for their intended purposes. However, trusts are not universally suitable, and their complexity necessitates careful consideration and planning.
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not accept responsibility for any errors made or actions taken by any readers that have acted on the information
contained. Answers given are for guidance only and specific advice should be taken before acting on any of the
suggestions made. All information is based on our understanding of current tax practices, which are subject to
change. Always remember when investing, past performance is not necessarily a guide to future performance and
the value of some investment units can fall as well as rise.
