#57 - [Express] When do I need a trust for investing?

Trusts aren’t for everyone. But, in the right situation they can save you mountains of tax dollars. 

 

But, a common issue I hear from clients is that they’re getting advice to look at a trust from someone with a conflict of interest, and so they don’t have confidence to take action. 

 

In this post I chat through the key things you need to understand to establish whether even considering using a trust might be right for you.

 

Want to keep making the right money moves with complete confidence?

 

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