#43 – The 9 Key Principles of Asset Protection

This is a podcast of ‘The 9 Key Principals of Asset Protection’ held on 29 August 2019. In a sentence, asset protection is often referred to as having sufficient control of assets, such that if an individual is successfully sued these assets will not be available to be used to recompense the successful litigant. This […]

#42 – Unbundling the Pricing Debate (& how to actually trash your timesheet)

This is a podcast of the ‘Unbundling the Pricing Debate (& how to actually trash your timesheet)’ held on 25 July 2019. The Trashing the Timesheet debate rages for many; and is so 2018 for others. Having clocked up (no pun intended) over 10 years without recording single chargeable unit, it is timely (again no […]

#40 – Trust Horror Stories… the 3rd Edition

This is a podcast of the ‘Trust Horror Stories… the 3rd Edition’ webinar held on 23 May 2019. 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 the lead up to another 30 June, […]

#39 – Trust Vesting – the key ramifications

This is a podcast of the ‘Trust Vesting – the key ramifications’ held on 3 May 2018. The range of issues that can potentially undermine the intentions of a trustee when a trust has, or is about to, vest is almost limitless.  The potential taxation and stamp duty consequences are similarly broad. This presentation will […]

#38 – Estate Planning 2018 – Where are we at?

This is a podcast of the ‘Estate Planning 2018 – Where are we at?’ held on 21 February 2018. The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.  This presentation will use case studies to explore all key recent developments including: the key estate planning […]

#34 – Adviser facilitated Probate and Estate Administration

This is a podcast of the webinar ‘An Asset Protection Master Class’ held on 18 October 2017. View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers. We are excited to confirm that the platform now offers, nationwide, a comprehensive adviser centric solution for probate and estate administration. This […]