retirement planning Archives

Collections held in Trust

Classic cars, fine art, antiques and books are possibly the things that come to mind when we mention collectables. Building a collection of valuable items involves time and dedication, as well as a sizeable financial investment. More often than not, there is a significant emotional attachment to one’s collection. The time spent in researching and […]

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Holding Financial Investment in Trusts

When we hear the word ‘investments’ our thoughts go to stocks and shares which may produce gains or losses. We tend to stop at this basic level of understanding without delving any deeper, so as not to get lost in the increased complexities that surround the subject of financial investment. These complexities together with the […]

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Real Estate in Trusts

Statistically, real estate is the biggest investment in our personal estates. Specifically, our residential home would be our most valued possession, as it goes without saying, that typically, we invest heavily in our residence. On the other hand, immoveable are not solely used as our primary residence but also an investment. Historically, an immoveable property […]

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Trusts: Practical scenarios

When we talk about Trusts we often think about fancy and complex structures which will exclusively benefit the ultra-rich and which find no place in the more ordinary realities which less wealthy people live in. This cannot be more distant from the truth. In actual fact, trusts help in dealing with very common circumstances in […]

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