#57 - [Express] When do I need a trust for investing?

Trusts aren’t for everyone. But, in the right situation they can save you mountains of tax dollars. 

But, a common issue I hear from clients is that they’re getting advice to look at a trust from someone with a conflict of interest, and so they don’t have confidence to take action. 

In this post I chat through the key things you need to understand to establish whether even considering using a trust might be right for you.

Want to keep making the right money moves with complete confidence?

Upcoming online training events: https://bit.ly/PivotEvents

Book a Money Breakthrough Session with a Pivot Adviser: https://calendly.com/pivotwealth/breakthrough-2021

Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod

Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog