Is a testamentary trust a way for parents to lock an inheritance away?
Or is their real intention to protect their children?
In this video, Ben Greenwell, from our strategic partner at Elston Asset Management, explains how testamentary trusts work and why parents are often attracted to them. For some, it’s a tax-effective way to transfer wealth. For others, it’s a way to ensure valuable assets end up in the right hands and aren’t affected by relationship breakdown.
