In this live webinar, our two experts Charity Bru and Arum Advisory's Director, Chris Ayling, explain what Family Trusts are in the context of Discretionary Trusts, the benefits and limitations of Discretionary Trusts and the possible Tax Implications, with practical examples and a Q&A.
During this session, Chris and Charity will cover:
- Family Trusts as Discretionary Trusts
- What is a Discretionary Trust?
- What investments can you own in a Discretionary Trust?
- Benefits of a Discretionary Trust
- Limitations of a Discretionary trust
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This presentation is not personal financial product advice and is intended to provide information only. It does not take into account your individual objectives, financial situation, or needs. This presentation is general advice only and each client has to consider their own circumstances before deciding whether to proceed or not.
The information is taken from sources that are believed to be accurate, but Rivkin accepts no liability of any kind to any person who relies on the information contained in this presentation. Unless expressly stated, none of the information should be taken to be a recommendation. You are acting independently at your own risk.
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