Showing posts with label
Loan
.
Show all posts
Showing posts with label
Loan
.
Show all posts
Tuesday, July 8, 2014
Importance of minimising loan accounts to at risk beneficiaries
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As set out in earlier posts, and with thanks to the Television Education Network , today’s post addresses the issue of ‘Importa...
Monday, July 30, 2012
What roles do ‘quasi-ownership’ arrangements play in succession planning
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As set out in earlier posts, and with thanks to the Television Education Network, today’s post addresses the issue of ‘What roles do ‘quasi-...
Monday, May 21, 2012
Family court case on the distinction between a loan and a gift
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We are increasingly seeing advisers and clients alike, focussing (very deliberately) on the way in which they advance monies to their childr...
Monday, May 23, 2011
Unpaid present entitlement warning
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As those of you who sat through our webinars over the last few months in relation to unpaid present entitlements (UPEs) would know, there ca...
Monday, March 15, 2010
In times of peace - prepare for war
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Two weeks ago, I explained the importance of reviewing all loan accounts and unpaid present entitlements in the context of asset protection ...
Monday, March 1, 2010
UPEs and an Asset Protection Trap
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This last week I had a timely reminder that while those tax driven issues are critical, they are in fact not as important as the underlying ...
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