Jun 8, 2016
For many of us, the biggest headache is dealing with financial paperwork produced by pensions, policies and investments. But there is an easy way to sort things out, you just need to follow some simple rules.
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Back in Session 22 I outlined the basics of trusts, covering how they are set up, the important parties, the powers and duties of trustees and the key benefits. This time, I want to cover the key points in your financial life when trusts are invaluable.
The full shownotes for the original version of session are right here. There's no transcript available this week
I love to read and respond to your comments, so please do join in and share. Question: What is your biggest chellenge when dealing with financial paperwork?
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