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PreceptsGroup International’s Lee Chiwi shares tips on trusts on Straits Times podcast

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A newspaper page titled "Smart Ageing: A question of trust" discusses financial support for children and mentions special needs children. Two columns of text with a small photo of the author, Lee Su Shyan, also feature insights from Lee Chiwi. For more, listen to the Straits Times podcast.

Expert Insights on Estate Planning from Mr Lee Chiwi on Invest Talk

Chief executive officer of PreceptsGroup International, Mr Lee Chiwi, was invited to speak on Invest Talk, a podcast by The Straits Times that is held every first and third Monday of the month. The podcast took place on 19 December 2022.

In the 14-minute podcast, Mr Lee shared tips on:

  • What’s important as you start on estate planning
  • Why and how a trust can come in useful for young beneficiaries
  • Why it makes sense to do a nomination of CPF funds into a simple trust to avoid issues
  • How taxes may be an issue when it comes to estate planning
  • Trusts for special needs individuals

You can listen to Mr Lee’s expert views on “Invest Talk Podcast: Tips on Legacy Planning and Setting up Trusts” at: https://www.straitstimes.com/business/invest/invest-talk-podcast-tips-on-legacy-planning-and-setting-up-trusts

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