The rest of the powers and duties of trustees are derived from legal precedent, that is, previous court cases where
Finish Well
Episode 92 – Powers of Trustees
Being a trustee is a big job, and one to be taken very seriously indeed. What you can and can’t
Episode 91 – Non-Vested Interest Trusts
The other main type of trusts are Non-vested Interest Trusts, that is, Discretionary Trusts and Accumulation & Maintenance Trusts. Here’s
Episode 90 – Vested Interest Trusts
The first type of trust you might come across is a vested interest trust, which include Interest-In-Possession, Flexible Power of
Episode 89 – Trusts in Financial Planning: Intro
I covered trusts very basically back in Episode 17, but as they are such an important part of financial planning
I’m a winner!
I’m delighted to announce that I have won the Professional Adviser Financial Education Award for 2011. The award is
Episode 88 – Victory Dance
I won! I was awarded the Professional Adviser Financial Education award at a gala dinner at the Park Lane Hilton
Episode 79 – What IS Financial Planning?
Is there a difference between a financial adviser and a financial planner? What exactly is financial planning, and do you
Episode 78 – How to choose a Financial Adviser
Finding someone you can trust to help you plan your financial future can be a challenge. In this video I
