معلومات عن هذه الحلقة
Eddie catches up with Barbara Gardener to discuss the five most common trust misunderstandings. Barbara covers
- What is a bare trust
- Pre 2006 trusts – what happens if the named beneficiary dies?
- Default beneficiaries under a discretionary trust
- Loan trusts after the lender's death
- Can I just amend my trust?
The session is full of hints and tips to avoid the common issues.
الإنجليزية
الولايات المتحدة
النص 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
البحث في الحلقات الماضية
البحث في الحلقات السابقة من Techlink in Conversation.
حلقات أخرى في هذا البودكاست
Eddie catches up with Claire Trott to discuss pensions awareness week and questions frequently asked of advisers with regards to pensions.
Eddie Grant catches up with Anna Blake. In this episode, we unravel the multi-faceted dimensions of job satisfaction in paraplanners. Anna Blake’s MSc study unveils the interplay between factors such as employment status, professionalisation and stakeholder relationships, providing valuable perspe…
Eddie Grant catches up with Hannah Coffey, Vulnerability and Client Assistance Manager to consider the common queries, Consumer Duty and hints and tips to deliver great client outcomes.
Previous episodes in the vulnerability series
Episode 1 focuses on Bereavement with expert insights from Kirsty…
Eddie Grant catches up with Helen O'Hagan, tax and trust expert, who demystifies trusts, trustee duties and the value of advice. This insightful conversation is full of hints and tips.
Subscribe to future podcasts and review our Techlink in Conversation catalogue for a deep dive across Technical, …
إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من Technical Connection، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.
تعديل
شكراً على مساعدتنا في الحفاظ على قاعدة بيانات البودكاست مُحدَّثة.