What is the point, you might ask, in setting up a discretionary trust to hold investment assets when you have no family? A discretionary trust...
Legal Tip 167: What is a Settlor? The settlor is the person that contributes the initial property to a trust. Usually the settlor is the person...
Quick summary - a discretionary trust is a great way to hold shares. An ideal way to own shares would be via a discretionary trust. The main...
The Biggest Issue with Discretionary Trusts: Succession on Death In my view, the biggest issue with discretionary trust is succession. Trust...
Legal Tip: 4 Levels of Control with Discretionary Trusts Discretionary trusts have 3 or 4 levels of control: 1. The directors of the trustee...
How to Set Up a Bucket Company as Beneficiary of an Existing Discretionary Trust A bucket company is a company set up solely to receive income...
Appointors, Bankruptcy and Asset Protection When a person becomes bankrupt all of this ‘property’ vests in the trustee in bankruptcy. Property...
Where A provides money for a property purchased in the name of B it will be presumed that B holds the property in trust for A. This is known as a...
Question for Brokers: I have been advised by my accountant to set up a discretionary trust to purchase property in. The structure will be a...
Continuing my series of articles on structuring, this time we will focus on trusts. Trusts are complex legal structures which can be confusing for...
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