The truth about trusts

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

As a valued client, we would be delighted if you could join us for this AFH Wealth Webinar, which is offered to you as one of the benefits of your service with us. This much-anticipated session is part of our popular series of enlightening online seminars and focuses on trusts - a topic that has been highly requested by previous attendees.

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 is joined once again by AFH’s Chief Advice Officer, Austin Broad. For this insightful webinar, both are joined by Malcolm Noblett, AFH’s trusts and estates expert.

Webinar agenda

1

· What is a trust and who can benefit from them
2

· How ‘sideways disinheritance’ works and why trusts can prevent it
3

The different types of trusts and how they could be taxed
4

· When might a trust represent value for money.

Refer a friend

If you know a family member, friend or colleague who would benefit from our next webinar, we'd invite you to share it with them. If they go on to have a meeting with one of our advisers, you'll both receive a £100 John Lewis voucher.

Terms and Conditions apply

Refer a friend

Related blogs

Can't wait for the next webinar? Read more in our useful blogs to help you get started.

3 positive ways referring your financial adviser to a friend shows you care

Sharing our thoughts and experiences, as well as our aspirations, is often the thing that binds friendships together. While it may not be immediately obvious, recommending your financial adviser to a friend is an excellent way to show them that you care. Discover three ways referring your adviser demonstrates that your friend's welfare matters to you.
Why gifting your home to mitigate Inheritance Tax could be an own goal

Revelations made by the media in January 2025 certainly make for interesting reading. They reported that HM Revenue & Customs (HMRC) received a record £6.3 billion in Inheritance Tax (IHT) between 5 April 2024 and 31 December 2024.
3 savvy ways to build a nest egg for your child this Easter

As Easter arrives, there may be a different type of egg that you want to consider for your child – a financial nest egg. Our latest blog reveals three clever ways to help secure your child or grandchild’s financial future.
Why protecting your wealth against illness could be more important than ever

Discover how you could protect your income and standard of living if you’re diagnosed with a serious illness and unable to work. As the NHS declares a ‘critical incident’, learn how you could protect your lifestyle if you can’t work while waiting for treatment.