View Legal HIIT session – The Gift & Loan Back Strategy: A Master Class (29 May 2025)

View’s April 2025 webinar (Asset protection planning; without paying tax and duty – what’s the latest) was one of the most popular in recent history.

Many specialist advisers posed many thoughtful questions focused on the Gift & Loan Back strategy, that timing did not allow for exploring.

Those questions – and many others – will now be answered in a special bonus webinar.

While attendance at the April webinar is not a pre-requisite, the May webinar will assume a working knowledge of gift and loan back arrangements.

Every question emailed by a registered attendee to [email protected] by Tuesday, 27 May 2025 will be answered in the webinar.

Other questions which will be addressed include:

  • What are the risks with promissory notes?
  • What alternatives are there to promissory notes?
  • Should interest be charged on the loan?
  • How should changes in asset value be addressed?
  • How can personal property be protected?
  • How should the estate plan of the asset owner be structured?

 

Would you like access to this previous webinar? Email [email protected] to arrange to speak with one of our team.

Want access to more content? Become a member of View Communities.

Techniview – For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser – For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption – For professional service providers wanting to iterate their business model (including abandoning timesheets)

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