@chrisfinancialadviser: If you're setting up a trust, it's important to understand the role everyone plays. The settlor is the person who creates the trust and puts assets into it. The trustees are responsible for managing those assets and making decisions in line with the trust's terms. The beneficiaries are the people who can benefit from the assets held within the trust. Understanding these roles is key to making sure your trust works as intended and supports your long-term financial and estate planning goals. Comment "trust" if you'd like to learn more about trusts and how they work. #trusts #estateplanning #inheritancetax #financialplanning #ukfinance

Christian | Financial Adviser

Open In TikTok:

Region: GB

Monday 13 July 2026 16:35:38 GMT