Deep dive into Discretionary Trusts


In MBMA 15, Sarah talks to Simon Bullock and Jessica Tivey about discretionary trusts. What are they and how do they compare with ‘family investment companies’? What are the key benefits of trusts? Who might you appoint as the trustees? What can go wrong with trusts and how can you avoid it? How might you provide the younger generation with a safety net without stifling their drive and work ethic? Please note that the MBMA podcasts should not be considered advice of any kind.