What is a special trust, and how can you use it effectively?

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Eric Jordaan of Crue Invest discusses the qualifying criteria, tax implications, and benefits of these essential estate planning tools.

28 Mar English South Africa Business · Investing

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Erin White of Crue Invest breaks down the process of test-driving your retirement income and budget and offers actionable strategies to fix any financial gaps before it’s too late.

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Sean Kelly of Parity Wealth Managers details how these investment tools offer exposure to local and offshore markets while managing downside risk and maximising returns.

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Sean Kelly of Parity Wealth Managers breaks down how these funds work, why they’re a great investment and how you can invest in them.

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What is a special trust, and how can you use it effectively?

Other recent episodes

Is your retirement plan sustainable? Here’s how to test it

Is it time to consider structured products in your investment strategy?

Should you sink your funds into a sinking fund?

Are hedge funds right for your portfolio?

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