Episode summary
A family trust, do you have one set up? Not even sure what a family trust is? In today's episode we speak to WealthBuilder's SSAS Director, Paul Brooks, who tells us what a family trust is and how it can be used to leave a legacy for your family. Tune in to find out how you can use your already existing asset, your pension, to set up a family trust and the benefits of having one.
Episode notes
A family trust fund allows you to build your wealth and leave a legacy in a very tax-efficient way. And the good news is, it can be setup using an asset you probably already have in your life, your pension.
A SSAS pension [Small Self-Administered Scheme] is a very powerful tool for business owners, allowing them to take their existing workplace or private pensions, and transform them into a wealth generating asset.
In today’s episode of WealthTalk, we talk to WealthBuilders SSAS Director, Paul Brooks.
Paul discusses exactly what a family trust fund is and how you can leave a lasting legacy for your children and grandchildren to benefit from.
Resources mentioned in this episode
If you would like to speak to WealthBuilders about how to set up a Family Trust Fund CLICK HERE
If you want to be kept up to date on the WealthBuiders for Families programme, drop us an email at
>> Learn more about SSAS Pensions
>> Connect with Paul Brooks [LinkedIn]
>> Join the WealthBuilders Academy
