<p>In this special episode we'll hear from our guest speaker and financial adviser, William Johns, about:</p>
<ul>
<li>How to invest in a Special Disability Trust</li>
<li>Timing considerations (during lifetime or in the will)</li>
<li>Capital Gains Tax implications</li>
<li>Impact on pensions and other benefits</li>
</ul>

In this special episode we'll hear from our guest speaker and financial adviser, William Johns, about: How to invest in a Special Disability Trust Timing considerations (during lifetime or in the will) Capital Gains Tax implications Impact on pensions and other benefits

#56 Special Disability Trusts

We’re here to inform, inspire, and support you in your estate planning practice. Join your host, Tara Lucke, for a cup of tea and a chit-chat about all things estate planning.

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#56 Special Disability Trusts

#56 Special Disability Trusts