#58 Trust Horror Stories … the 5th Edition.

In this podcast, the View Legal team explore the following topic ‘Trust Horror Stories … the 4th Edition’ which was held on 20 May 2021. Many specialist advisers have business plans that consist of one word – ‘trusts’. A significant reason for this is the myriad of seemingly never ending problems with trust deeds. In […]

#57 – Business succession (without insurance): Easy as A, B, C

In this podcast the View Legal team explore the following topic ‘Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution’  which was held on 17 March 2021. Estate planning is widely considered the ‘new black’ for many advisers. The ‘next wave’ for advisers, particularly as the baby boomer generation enters […]

#56 – Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution

In this podcast the View Legal team explore the following topic ‘Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution’  which was held on 17 March 2021. Estate planning is widely considered the ‘new black’ for many advisers. The ‘next wave’ for advisers, particularly as the baby boomer generation enters […]

#55 – Estate Planning 2021 – where are we at?

In this podcast the View Legal team explore the following topic ‘Estate planning in 2021 – where are we at?’ which was held on 19 February 2021. The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.  This webinar will use case studies to explore all […]

#54 – 2020 The Year in ReVIEW

At least once a week throughout the course of 2020, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations. In this special event, Matthew reviews the highs and lows from 2020 in what will be a fast paced, thought-provoking and […]

#53 – Executor liability – a modern day nightmare

In this podcast, the View Legal team explore the following topic ‘Executor liability – a modern day nightmare’ which was held on 22 October 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar, […]

#52 – Lost trust deeds – some solutions

In this podcast the View Legal team explore the following topic ‘Lost Trust Deeds’ which was held on 16 September 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar, we explore one of the most […]

#51 – Testamentary Trusts – the latest tips and traps

In this podcast the View Legal team explore the following topic ‘Testamentary Trusts – the latest tips and traps’ which was held on 27 August 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the […]

#49 – When Trust Distributions Go Bad

In this podcast, the View Legal team explore the following topic ‘When Trust Distributions Go Bad’ which was held on 11 June 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar, you will […]