TRUSTS, FICS & INSURANCE

 

In the second of a three-parter on Estate Planning, Jessica Tivey & Simon Bullock debunk the idea that trusts are being made irrelevant by the upsurge in the popularity of using companies to pass wealth down. Why is timing important? Are ‘FICs’ worth the cost & hassle? They also lift the lid on Whole of Life insurance and IHT exempt funds. Press to play to listen. Please note that MBMA podcasts are for discussion purposes only.