#41 – Foundations for the Future ‘how to do it’ webinar – How to Leverage the Universal Laws for Success into your business model
This is a podcast of the Foundations for the Future ‘how to do it’ webinar – How to Leverage the Universal Laws for Success into your business model held on 27 June 2019. Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented. […]
#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 […]
#37 – The 7 Steps to Success – Implementing View’s Turn-key adviser facilitated estate planning platform
This is a podcast of the ‘The 7 Steps to Success – Implementing View’s Turn-key adviser facilitated estate planning platform’ held on 8 March 2018. Estate planning is increasingly the ‘new black’ for many financial advisers, accountants and risk advisers. Indeed, adviser facilitated estate planning is one of the very few areas of the law […]
#36 – Foundations for the future the ‘how to do it’ webinar – How to incubate and iterate your business model
This is a podcast of the ‘Foundations for the future the ‘how to do it’ webinar – How to incubate and iterate your business model – now’ held on 8 February 2018. Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented. A ‘perfect storm’ […]
#35 – Foundations for the future the how to do it webinar – Purpose lead performance
This is a podcast of the ‘Foundations for the future the how to do it webinar – Purpose lead performance’ held on 2 November 2017. Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented. A ‘perfect storm’ across issues such as digital […]
#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 […]
#33 – An Asset Protection Master Class
This is a podcast of the webinar ‘An Asset Protection Master Class’ held on 13 September 2017. The need to take active steps to protect assets and wealth is longstanding. Arguably however, those concerns have never been taken more seriously by a greater number of people than they are currently. To many people, asset protection […]
#32 – Estate Planning War Stories
This is a podcast of the webinar ‘Estate Planning War Stories’ held on 24 August 2017. Story telling is the cornerstone of explaining and understanding any principle. View’s experience in the estate planning area is that there a few approaches as memorable as learning based on ‘war stories’. This webinar explores a series of View’s […]