The quiz on sat  9th March 2019 was as below.

Test your knowledge

Winner  receives        £20 Asda voucher
Runner up receives    £10 Asda voucher

Question

Which advantage of a  Lifetime Trust  is not true?

a.   Mitigate Inheritance Tax
b.   Avoid Probate fees
c.   Protect from creditors & predatory 3rd parties
d.   Prevent claims on your estate when you die
e.   Allocate assets to your family when you are alive.
f.    Safeguard a disabled child’s means-tested benefits
g.   Beneficiaries not named in the Trust deed can also benefit.

The answer was:

G. Beneficiaries not named in the Trust deed can also benefit.

The winners were

Clients
Bryan Abbott
Runner up
Phil Unsworth

Brokers
John Wight
Runner up
None

Vouchers to be despatched no later than Monday 18th March

The quiz on sat 8 Sept 2018 was as below.

Test your knowledge

Winner  receives        £20 Asda voucher
Runner up receives    £10 Asda voucher

Question

What can you not specifically leave in your Will?

a.   a cash gift
b.   property held jointly
c.   bank/savings account
d.   car

The answer was:

B: property held jointly

The winners were

Clients

Mick Davis

Runner up

Margaret Tindall

Brokers

Tom Charlton

Vouchers to be despatched no later than Thursday 13thSeptember