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The truth about trusts

Tips to protect and direct your wealth that are not just the reserve of the super-rich

As part of AFH Wealth Management’s commitment to making the world of finance more accessible, our experts will be returning to the couch for the latest in our popular series of webinars. This time, they’ll be exploring the world of trusts - a topic that has been highly requested by previous attendees.

As always, we’d be delighted if you could join us for this informative online event. We’ll be looking at how trusts can:

  • provide greater control about where your wealth goes
  • pass your wealth to loved ones more efficiently
  • offer potential tax benefits.

Former BBC presenter Mark Foster will be joined once again by AFH’s Chief Advice Officer, Austin Broad. For this insightful webinar, both will be joined by Malcolm Noblett, AFH’s trusts and estates expert.

Webinar agenda

  1. 1

    ·        What is a trust and who can benefit from them

  2. 2

    ·        How ‘sideways disinheritance’ works and why trusts can prevent it

  3. 3

    The different types of trusts and how they could be taxed

  4. 4

    ·        When might a trust represent value for money.

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