
Sign up to save your podcasts
Or


This week we're talking with Bryan Mitchell on all things intergenerational wealth transfer, and looking particularly at the question of whether a gift or a loan is the best way to pass wealth on to the next generation whilst you are still alive.
Structuring the transfer of wealth as a loan might provide some level of asset protection in the event of a future divorce, but Bryan explains what is needed for such an arrangement to stand up in court.
[Website]
[Disclaimer]
By Guidance Financial Services4.7
33 ratings
This week we're talking with Bryan Mitchell on all things intergenerational wealth transfer, and looking particularly at the question of whether a gift or a loan is the best way to pass wealth on to the next generation whilst you are still alive.
Structuring the transfer of wealth as a loan might provide some level of asset protection in the event of a future divorce, but Bryan explains what is needed for such an arrangement to stand up in court.
[Website]
[Disclaimer]

88 Listeners

41 Listeners

12 Listeners

49 Listeners

11 Listeners

47 Listeners

21 Listeners

25 Listeners

5 Listeners

25 Listeners

29 Listeners

26 Listeners

4 Listeners

7 Listeners

11 Listeners