Who needs a testamentary trust?

Who needs a testamentary trust? The rising cost of living is grabbing all the attention right now as people struggle to pay the increasing prices. But in the meantime, our collective wealth has been growing steadily and is being transferred to the next generation at increasing rates. In fact, the value of inheritances as well as gifts to family and friends has doubled over the past two decades.i A 2021 Productivity Commission report found that …

Don’t fall for it – who can you trust with your money?

Don’t fall for it – who can you trust with your money? Opportunities to make your millions can come in many guises. Maybe you’ve been tempted to jump on the Bitcoin bandwagon or find a surefire way to become rich overnight. But it’s very important to fully understand the risks involved and seek sound advice before handing over your cash. In early 2018 the media has featured many headlines about the rollercoaster ride many investors …