#62 Business succession (with insurance): Easy as 1, 2, 3

In this podcast, the View Legal team explore the following topic ‘Business succession (with insurance): Easy as 1, 2, 3′ which was held on 14 September 2021. In many business succession arrangements arguably the most strategic question to ask is what type of approach should be implemented. Similar to many estate plans, with the aid […]

#61 What trust is for when: inter vivos; testamentary and post death trusts explored

In this podcast, the View Legal team explore the following topic ‘What trust is for when: inter vivos; testamentary and post death trusts explored ‘ which was held on 26 August 2021. In many estate planning exercises arguably the most strategic question to ask is what type of discretionary trust should be implemented. With the […]

#60 The 3 P’s Unbundled: Productisation, Positioning and Pricing

In this podcast, the View Legal team explore the following topic ‘The 3 P’s Unbundled: Productisation, Positioning and Pricing’ which was held on 22 July 2021. Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented. A ‘perfect storm’ across issues such as digital disruption, […]

#59 Superannuation + Incapacity: The formula to avoid failure

In this podcast, the View Legal team explore the following topic ‘Superannuation + Incapacity: The formula to avoid failure’ which was held on 17 June 2021. In many estate planning exercises, superannuation is either the second largest – or largest – asset. As superannuation savings continue to accumulate the number of superannuation fund members suffering […]

#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, […]