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#99 -The Gift & Loan Back Strategy: A Master Class


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View’s April 2025 webinar (Asset protection planning; without paying tax and duty – what’s the latest) was one of the most popular in recent history.

 Many specialist advisers posed many thoughtful questions focused on the Gift & Loan Back strategy, that timing did not allow for exploring.

 Those questions – and many others – will now be answered in a special bonus webinar.

 While attendance at the April webinar is not a pre-requisite, the May webinar will assume a working knowledge of gift and loan back arrangements.

 Every question emailed by a registered attendee to [email protected] by Tuesday May 27 will be answered in the webinar.

 Other questions which will be addressed include:

  •  What are the risks with promissory notes?
  • What alternatives are there to promissory notes?
  • Should interest be charged on the loan?
  • How should changes in asset value be addressed?
  • How can personal property be protected?
  • How should the estate plan of the asset owner be structured?
  • For access to more webinars and resources join one (or all) of the View Communities.

    Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

    Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

    Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) 

    Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning 

    Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

    Related articles and resources:

    • PODCAST: #97 – Asset protection planning; without paying tax and duty – what’s the latest  
    •  Listen to View’s previous episodes here 

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