#97 - Asset protection planning; without paying tax and duty – what’s the latest

Asset protection strategies continue to be a key issue for advisers and their customers.

Simplistically, asset protection can be as basic as moving assets out of the personal name of at risk individuals – an approach that can always deliver results; as long as tax and duty consequences are ignored.

Traditionally gift and loan back arrangements have been the go-to strategy in all asset protection situations where transaction costs are prohibitive.

Particularly in the estate planning arena however gift and loan back arrangements have been the subject of ongoing controversy.

In this webinar, get the inside story in this space, on topics such as:

• What are the key issues with gift and loan back arrangements
• How have gift and loan back arrangements evolved over time
• What are the key implementation and drafting issues
• Do the leading cases remain relevant
• What other planning opportunities should be considered

For access to more webinars and resources join one (or all) of the View Communities.

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