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Keeping it in the family: asset protection, succession planning and bankruptcy

Private Clients| 22 Oct 2020

Keeping it in the family: asset protection, succession planning and bankruptcy

Bankruptcy concerns are becoming very real for many clients in the succession planning space. Fortunately, there are strategies you can put in place to limit the exposure of your assets to creditors both during your lifetime and on your death.

Do you have a client who is a member of the Bank of Mum and Dad?

Private Clients| 15 Sep 2020

Do you have a client who is a member of the Bank of Mum and Dad?

We have had many recent enquiries where Mum and Dad have been asked to act as guarantors for a loan. We highlight the potential asset protection benefits of your clients formally loaning, as opposed to gifting, money to their family ...