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Ok. Got itA brief intro from Marilize Lansdell, Managing Executive: Wealth Management
Welcome to our second thought leadership newsletter of 2021.
While global progress with economic recovery and vaccine rollouts remains varied – as summarised in our international market review – it is not all doom and gloom. In this newsletter, we highlight some positive developments:
If you are considering setting up a trust, please read the article Do you need a trust?
In this article, we provide an overview of what a trust is, look at the different types, and give some practical examples of when they are and are not suitable. This article is only a starting point – it is crucial to get advice from your wealth manager before you make a significant decision about how to structure your wealth. It really does depend on your personal circumstances, and with the Nedgroup Trust’s professional corporate trustee services, we help you make the setting up and ongoing management of a trust a lot easier.
Do you have the right level of protection in place for your personal and business assets?
On the importance of advice, we also look at how getting expert advice on your insurance cover can help ensure you have the right type with the right amount of cover at the right price.
If you missed some of our recent webinars, please read the summaries of these.
I hope you enjoy the read – and please share any feedback on the articles or topics covered.