94- Insurance & Trusts, Have You Done This?

Is your life insurance or critical illness plan under Trust? Don't even know what that means, let alone why you would do this?! This is the episode for you. Benjamin explains all and outlines the tax savings and headaches this can avoid. As always, free from jargon and guff you don't need. Join Benjamin Mitchell (themoneyscot), serial hater of financial jargon, as he helps make your finances clearer and ensures you never make another financial mistake. Getting on top of your personal finances doesn't need to be complicated or scary. Arm yourself with the only knowledge you need to transform yourself from money novice to money nerd!  Take my 5 minute retirement assessment (can you already afford to retire?) 🚀Disclaimer - please note that nothing in this podcast can be relied upon as financial advice and the content is provided purely for information and guidance purposes. Please seek independent, regulated financial advice relevant to your situation.