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businessJan 25, 20218:09pending

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

Mo Money

About this episode

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?

 

Upcoming online training events: https://bit.ly/PivotEvents

 

Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/pivotwealth/breakthrough-2021

 

Free download of my Amazon best-selling book 'Get Unstuck': https://bit.ly/PivotGUSPod


Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

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

Mo Money

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