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  • FIRST POST
    • bocaboca
    • By bocaboca 31st Aug 16, 7:28 PM
    • 37Posts
    • 1Thanks
    bocaboca
    Folium Consulting -- "free" seminar on estate planning etc
    • #1
    • 31st Aug 16, 7:28 PM
    Folium Consulting -- "free" seminar on estate planning etc 31st Aug 16 at 7:28 PM
    Has anyone any experience of this company who offer free 90min seminars covering a range of topics associated with wills, care-home fees, probate etc?

    Every participant is eligible for free in-home consultation for which there is "never any obligation from us".... which is sounding a little warning bell in my head.

    Any thoughts?
Page 2
    • Malthusian
    • By Malthusian 14th Sep 17, 4:27 PM
    • 2,880 Posts
    • 4,110 Thanks
    Malthusian
    But it turned out that people were actually interested in using trusts to keep money out of the hands of their children's potentially divorcing spouses.
    Originally posted by kidmugsy
    If I want my children to have some money I'll give it to them, and trust their judgment as to who they've chosen to marry. Even if their spouse is thirty years younger, on their eighth marriage, keeps black widows for pets and is called Bumtmi Usbandov.

    Setting up complicated and tax-inefficient arrangements as a way of telling my children that I disapprove of their marriage is not something I can see myself doing.
    • POPPYOSCAR
    • By POPPYOSCAR 14th Sep 17, 6:35 PM
    • 10,506 Posts
    • 21,713 Thanks
    POPPYOSCAR
    We went to a seminar like this years ago (different firm though). It was a topic we knew nothing about; we gained from the lessons. Somewhere their name is on file in case we should wish to update our info and pursue their suggestions. I didn't feel under pressure at all.

    What was fascinating is that the seminar started on the assumption that people would be interested in using trusts as part of IHT avoidance. But it turned out that people were actually interested in using trusts to keep money out of the hands of their children's potentially divorcing spouses.
    Originally posted by kidmugsy
    Yes that was a topic at the one we went to.

    I think I am right in saying a Trust cannot be challenged like a will?
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