Bruce Jenks visits the studio to chat Trusts with Ken. Topics include the glory days of Trusts, the importance of Wills in Estate Planning, and the new extensive reporting from IRD (plus the time, effort and liability it entails).
The Adviser talk is also available on Spotify and Apple Podcast.
- Bruce Jenks (AIF, J.P.) is a Financial Adviser at Stewart Group, a Hawke's Bay-based CEFEX certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions.
- The information provided, or any opinions expressed in this article, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz
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